Zeplyn is an AI-powered assistant designed for financial advisors to automate and streamline administrative workflows. Zeplyn focuses on eliminating time-consuming tasks such as meeting preparation, note-taking, drafting follow-up emails, creating and assigning tasks, and updating customer relationship management (CRM) systems.
By automating these core administrative activities, Zeplyn enables financial advisors to dedicate more of their time to client relationships and firm growth, rather than manual tasks. The solution is built by a team with a strong background in AI, natural language processing, and workflow automation, aiming to increase efficiency within advisory firms.
How was Zeplyn started?
Zeplyn was founded by Era Jain and Divam Jain, both former Google engineers with extensive experience in software development, machine learning, and AI technologies. Era Jain, now CEO, previously built Natural Language Processing technology for Google Search and co-founded a Conversational AI product for Google Home. Divam Jain, CTO, has expertise in leading engineering teams and developing advanced AI assistants, speech recognition, and privacy technologies. Their backgrounds have shaped Zeplyn’s focus on leveraging AI to solve real-world workflow challenges for financial professionals. Learn more about their team on the About page.
Who uses Zeplyn?
Zeplyn primarily serves financial advisory firms and wealth management organizations looking to improve operational efficiency. Notable clients include:
- Sequoia Financial Group
- Nikulski Financial
- Elmwood Wealth
- Colorado Wealth Group
These organizations use Zeplyn to automate repetitive tasks, reduce administrative burden, and allow advisors to focus on building relationships and scaling their businesses.
What makes Zeplyn different?
Zeplyn’s distinct advantage lies in its purpose-built AI for the financial advisory sector, automating the full spectrum of routine tasks from meeting preparation to CRM updates—all within a single platform. The founding team’s deep expertise in AI, machine learning, and workflow automation underpins Zeplyn’s capabilities, making it a tailored solution for advisors seeking both efficiency and accuracy.
Where is Zeplyn based and how big is the team?
Zeplyn is headquartered in New York, New York, United States, and operates as a privately held company with a team size of 11-50 employees.
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