Company profile
Zeplyn | Agentic AI for Wealth Managers
The agentic AI assistant wealth managers use to create more value from every client engagement.
- Industry
- Software Development
- Employees
- 21
- Headquarters
- New York, New York
- Founded
- 2022
- LinkedIn followers
- 2,327
- Office locations
- 1
Zeplyn | Agentic AI for Wealth Managers company summary
Zeplyn | Agentic AI for Wealth Managers is a company in the Software Development industry, headquartered in New York, New York, founded in 2022. On LinkedIn the company has around 21 employees and 2,327 followers.
What technology does Zeplyn | Agentic AI for Wealth Managers use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About 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.
Where is Zeplyn | Agentic AI for Wealth Managers located?
Zeplyn | Agentic AI for Wealth Managers lists 1 location.
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Frequently asked questions about Zeplyn | Agentic AI for Wealth Managers
What does Zeplyn | Agentic AI for Wealth Managers do?
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.
How many employees does Zeplyn | Agentic AI for Wealth Managers have?
Zeplyn | Agentic AI for Wealth Managers has around 21 employees on LinkedIn.
Where is Zeplyn | Agentic AI for Wealth Managers headquartered?
Zeplyn | Agentic AI for Wealth Managers is headquartered in New York, New York.
When was Zeplyn | Agentic AI for Wealth Managers founded?
Zeplyn | Agentic AI for Wealth Managers was founded in 2022.
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