Zeplyn

Unified orchestration layer for wealth management. Deploy agentic workflows with enterprise security, custom integrations, and cost optimization at scale.

SOC 2 Type II certified platform with zero data retention, recording-free architecture, and end-to-end encryption. Built for regulated wealth management firms.

Pre-built AI agents for leadership, operations, compliance, technology, and advisors. Grow your firm, modernize in place, and automate workflows.

RIAs and enterprise wealth firms use Zeplyn to reclaim over 12 hours weekly, strengthen client relationships, and achieve measurable growth.

Zeplyn’s Meeting Assistant automates pre- and post-meeting administrative tasks for wealth managers, freeing time for client relationships.

The blog covers industry trends, AI developments, and tips for financial advisors.

AdvisorEngine users can eliminate manual meeting prep and automate follow-through with Zeplyn’s agentic AI, turning client data into action.

Zeplyn’s AI capability, advisor coaching, helps wealth management firms improve advisor effectiveness and client experience at scale.

The page shares Zeplyn’s latest announcements, press releases, and media coverage on AI innovations in wealth management.

Agent Nexus, a new context-aware research and execution engine, turns multi-source data into actionable intelligence, elevating firm-wide performance and driving stronger client satisfaction

‍Firms can now build governed AI agents in Zeplyn and access them through Claude, ChatGPT, Copilot, Slack, and proprietary applications

New capability automatically scores every advisor-client conversation, delivers targeted coaching tips, and lets managers query performance trends across their entire firm

The team builds an AI-native operating system for wealth management, trusted by RIAs managing $120B+ in assets under management.

Zeplyn offers product demos to showcase how agentic AI transforms wealth management.

Zeplyn provides product demos and support, responding to inquiries within 24 hours.

One platform to capture client intelligence, orchestrate workflows, and compound firm-wide growth — powered by 50+ specialized AI agents. Built enterprise-first, SOC 2 Type II certified.

Zeplyn’s Privacy Policy explains how personal information is collected, used, and protected when using its services.

Zeplyn launches **Agent Nexus**, an agentic architecture for its generative AI tools. The company builds on its existing AI meeting assistant to introduce a more autonomous system. Agent Nexus integrates multiple AI agents to handle complex workflows collaboratively.

Dec 2025Wealth ManagementNews article

AdvisorTech developers rapidly expand AI tools by adding features and iterations. A single AI agent transformed into a full practice management platform through successive enhancements. Technologists introduce new capabilities and applications at an accelerating pace.

Jun 2025fa-mag.comNews article

Zeplyn introduces an expanded AI platform featuring new practice management tools for wealth management firms. The platform delivers **actionable insights, personalized client experiences, and scalable workflows** while ensuring compliance. Firms can leverage these capabilities to enhance operational efficiency and support business growth.

Mar 2025PR NewswireNews article

AI startup **Zeplyn** adds **Kabir Sethi** to its board as the company navigates increasing competition in the AI-powered note-taking space for financial advisors. Zeplyn develops technology designed to streamline workflows for wealth management professionals.

Feb 2025Wealth ManagementNews article