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 les
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