Zeplyn, a NYC-based AI assistant for financial advisors, announced a $3M seed funding.
The round was led by Leo Capital, with participation from Converge and angel investors
The company intends to use the funds to expand operations and its development efforts.
Led by CEO Era Jain, and CTO Divam Jain, Zeplyn is a platform-agnostic solution that can be used across virtual and in-person meetings, as well as for dictations. It has multiple integrations, including Salesforce, and wealth-specific CRMs such as Redtail, and Wealthbox, enabling it to plug into existing infrastructure and integrate with the advisor technology stack.
Its flagship product, Zeplyn Meeting Assistant, streamlines the time-consuming admin tasks of meeting preparation, note-taking, client follow-ups, managing tasks/workflows, and updating CRMs.
FinSMEs
13/11/2024