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Zeplyn AI provides software that automates meeting workflows and administrative tasks for financial advisors.
Zeplyn AI develops artificial intelligence software for financial advisors and their firms. Its tools automate meeting workflows and administrative tasks, while a revenue insights dashboard gives managers visibility into prospect and client interactions. The company serves RIAs, broker-dealers, and private wealth banks, and is based in New York, US. In November 2024, it raised USD 3 million in seed funding led by Leo Capital, with participation from Converge and individual investors.
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