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VerifiedSoftware Development· Founded 2022

Zeplyn Agentic Ai For Wealth Managers

Built by two former Google engineers, Zeplyn is the AI assistant for financial advisors that streamlines workflows. It automates the time-consuming admin tasks of meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, and updating your CRM. With Zeplyn, you’re free to invest your time where you’ll earn the highest return: building relationships and scaling your firm.

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HeadquartersNew York, United StatesEmployees22(11 to 50)Founded year2022Websitezeplyn.aiLinkedIn profileLinkedIn

Verified contacts

18

available on Kipplo

LinkedIn employees

22

11 to 50 range

Open roles

—

no listings

Distinct roles

8

indexed titles

Tech stack

0

tools in use

Monthly traffic

—

organic / mo

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Top roles at Zeplyn Agentic Ai For Wealth Managers

8 distinct titles indexed · top 8 shown.

  • 2senior software engineer
  • 2software engineer
  • 1ceo & co-founder
  • 1chief of staff
  • 1founding customer success manager
  • 1front-end engineer (l5)
  • 1senior software developer
  • 1zeplyn agentic ai for wealth managers

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