Zeplyn
New York, New York, United States · Artificial Intelligence, Enterprise Software, Machine Learning
Zeplyn is a software-as-a-service (SaaS) startup that focuses on streamlining wealth management workflows. Founded in 2023 by former Google engineers Era and Divam Jain, it aims to enhance product development and expand its presence both in the US and globally. The company’s AI Meeting Assistant is designed specifically for financial advisors and wealth management firms, transforming unstructured
Key facts
- Headquarters
- New York, New York, United States
- Employees
- 14
- Industries
- Artificial Intelligence, Enterprise Software, Machine Learning
- Status
- Private
- Website
- www.zeplyn.ai
- Company page
Recent activity at Zeplyn
Zeplyn funding history
| Date | Round | Amount |
|---|---|---|
| Nov 2024 | Seed | $3.0M |
Leadership
- Nikita Sekhon, Chief of Staff
- Divam Jain, Founder
- Era Jain, Founder
Verified email and direct lines for Zeplyn’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Zeplyn in the news
- Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center - The Manila Times (Aug 12, 2026)
- Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center - Yahoo Finance (Aug 12, 2026)
- Zeplyn Introduces Agent Studio and MCP Server, Giving Wealth Management Firms Control of the Intelligence and the Interface - The Manila Times (Sep 15, 2026)
- Advisors get the keys: AdvisorCRM and Zeplyn let firms build their own AI tools - InvestmentNews (Sep 17, 2026)
- Zeplyn pivots towards ‘Agentic AI’ as the AI notetaker market reaches its saturation point - InvestmentNews (Mar 11, 2026)
- Fintech bytes: Advyzon lays claim to new category with 'all-in AI' launch - InvestmentNews (Jul 23, 2026)
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About Zeplyn: questions and answers
What does Zeplyn do?
Zeplyn is a software-as-a-service (SaaS) startup that focuses on streamlining wealth management workflows. Founded in 2023 by former Google engineers Era and Divam Jain, it aims to enhance product development and expand its presence both in the US and globally. The company’s AI Meeting Assistant is designed specifically for financial advisors and wealth management firms, transforming unstructured
Where is Zeplyn headquartered?
Zeplyn is headquartered in New York, New York, United States.
How many employees does Zeplyn have?
Zeplyn has about 14 employees.
Has Zeplyn raised funding?
Yes. Fundz has recorded 1 funding event for Zeplyn. The most recent, Seed of $3.0M, was in Nov 2024.
Who leads Zeplyn?
Divam Jain is a Founder at Zeplyn.
What is the latest news on Zeplyn?
On Nov 13, 2024, SaaS startup Zeplyn raised $3 million in an angel funding round led by Leo Capital for product development and innovation.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy