Zeplyn Secures $3M to Transform How Financial Advisors Take Notes and Boost Client Engagement with AI

Zeplyn, a new AI-powered assistant designed for financial advisors, has emerged with a mission to make note-taking and meeting management remarkably efficient. Fresh out of stealth, Zeplyn announced this week that it raised $3 million in seed funding led by Leo Capital, with additional contributions from Converge and prominent angel investors. The funding marks a strong vote of confidence in Zeplyn’s purpose-built AI technology, as it prepares to disrupt the increasingly crowded landscape of advisor-focused tools.

Co-founded by former Google engineers Era Jain and Divam Jain (no relation), Zeplyn leverages AI to take unstructured conversational data from advisor meetings and seamlessly transform it into well-organized notes. “60% of client data gathering happens over meetings, yet less than 25% of client meetings are properly documented, because manual note-taking is time-consuming, distracting and prone to errors,” said Era.

Designed specifically for wealth management, the platform delivers structured summaries with over 95% accuracy, setting a high bar for precision in a field where clarity is crucial. This focus on precision and reliability is one reason Zeplyn has already attracted an impressive lineup of advisors, including industry experts like Kabir Sethi, former head of digital wealth management at Merrill Lynch, Akshay Singh, founder of Indyfin, and senior executive Linda Litner from Sequoia Financial Group. These seasoned professionals bring significant insight into the needs of financial advisors, which has undoubtedly shaped Zeplyn’s finely-tuned features.

One of the significant advantages Zeplyn offers is efficiency. With its Meeting Assistant, advisors can complete post-meeting summaries in just 10 minutes, compared to the hour or more it might take manually. This feature alone has the potential to free up considerable time for advisors, allowing them to focus more on client service and less on administrative tasks. In fact, Trevor Chuna, CTO at Sequoia Financial Group, highlighted Zeplyn’s ability to deliver “personalization at scale,” giving advisors a time-saving dividend they can reinvest in their client relationships. Sequoia, a firm already known for leveraging AI to enhance advisor productivity, sees Zeplyn as an extension of its commitment to modernizing wealth management. Previously, Chuna spoke at the T3 technology conference about Sequoia’s adoption of AI tools like Cognicor, a chatbot solution aimed at improving advisor workflows.

“Zeplyn helps financial advisors simplify the entire meeting process, from preparation to follow-up, by automatically updating client records and ensuring the protection of personal information,” said Divam Jain, CTO and Co-Founder of Zeplyn. “It is built to meet the unique workflow requirements and security and compliance standards of the wealth management community.”

For advisors, Zeplyn’s benefits extend beyond efficiency and into client satisfaction. By ensuring clients have access to consistent, structured meeting notes—complete with action items—Zeplyn enhances transparency and communication. Advisors can even customize these notes, adding follow-up tasks that sync directly to their CRM. This attention to detail fosters stronger, more organized client relationships and allows advisors to meet rigorous compliance requirements.

This convenience comes paired with strict security protocols. Zeplyn has been built with robust data protection measures, including regular independent audits, comprehensive cyber insurance, and adherence to firm-specific security requirements. This commitment to security and compliance is essential in a field where client data privacy is paramount.

Zeplyn’s rapid onboarding and robust customer support further distinguish it in the growing ecosystem of AI-driven advisor tools. Advisors can get started within minutes, connecting their CRM and calendar with a few clicks through Zeplyn’s settings page. The Customer Success team provides one-on-one training sessions, platform walkthroughs, and support for custom CRM integrations, helping firms quickly integrate Zeplyn into their existing operations. Advisors can then review, edit, and sync notes back to their CRM, streamlining the post-meeting process and ensuring accurate record-keeping.

Additionally, Zeplyn’s integration capabilities make it a standout choice for advisors looking to streamline operations. Out-of-the-box compatibility with platforms like Zoom, Microsoft Teams, Google Meet, and CRM systems such as Salesforce, Wealthbox, and Redtail ensures that advisors can work without disruption. Custom integrations are also available, enabling firms to tailor Zeplyn to their unique workflows. Connecting the platform with calendars on Google or Outlook takes just minutes, and Zeplyn’s automatic synchronization keeps client data current across platforms, simplifying the post-meeting workflow. Advisors can easily review and refine notes, sync tasks back to their CRM with a single click, and maintain a consistent note-taking process across the firm.

Zeplyn is a platform-agnostic solution that can be used across virtual and in-person meetings, as well as for dictations. It has multiple out-of-the-box 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.

The startup’s launch and funding coincide with a growing market of AI-driven tools designed to enhance advisory practices, with competitors like Jump and UK-based AdvisoryAI also vying for attention. Jump, for instance, recently secured a spot in LPL Financial’s Vendor Affinity Program, signaling the demand for advisor-centric AI solutions. However, Zeplyn’s wealth-management-specific design and tight integration with advisor workflows set it apart. By establishing a streamlined process for managing notes and enhancing client engagement, Zeplyn allows advisors to reinvest valuable time into client service and growth, something that Trevor Chuna, CTO at Sequoia Financial Group, pointed to as a compelling reason for adopting Zeplyn.

“We are delighted to be partnering with Era and Divam as they build Zeplyn. Zeplyn brings the Wealth Management industry into the age of AI, enabling better outcomes for advisors, RIAs, wealth management firms and ultimately, investors,” said Shwetank Verma, Co-Founder and Managing Partner, Leo Capital. “Zeplyn allows advisors to spend more time advising and elevating their client experience.”

With rapid onboarding and tailored support from Zeplyn’s Customer Success team, advisors can start benefiting from the platform almost immediately. For firms seeking both operational efficiency and improved client relationships, Zeplyn presents a holistic solution—a tool that not only takes notes but actively shapes how advisors engage with their clients, enabling deeper, more personalized interactions.

“Zeplyn is bringing AI into a real-world context and having a real-world impact,” said Nilanjana Bhowmik, Converge Co-Founder and General Partner. “Unstructured data has long presented problems for the heavily regulated financial world, providing limited or time-consuming insights and posing potential compliance issues. But with Zeplyn, financial advisors can quickly extract accurate information while staying in compliance.”