Zeplyn

New York, United States Founded: 2023 • Age: 3 yrs
AI Co-pilot for financial advisors

About Zeplyn

Zeplyn is a company based in New York (United States) founded in 2023 by Divam Jain and Era Jain. Zeplyn has raised $3 million across 2 funding rounds from investors including Leo Capital and Converge. Zeplyn offers products and services including Meeting Assistant, Workflow Automation, Client Engagement, and Client Intelligence. Zeplyn operates in a competitive market with competitors including Addepar, Otter.ai, sei, Avaloq and 360 One, among others.

  • Headquarter New York, United States
  • Founders Divam Jain, Era Jain
  • Sectors
    Technology
  • Website zeplyn.ai
  • Social LinkedIn
  • Legal Name Deepinsights Ai Inc.
Key Metrics
  • Total Equity Funding
    $3M (USD)

    in 2 rounds

  • Latest Funding Round
    $3M (USD), Seed

    Jun 2024

  • Investors

Products & Services of Zeplyn

Zeplyn offers a comprehensive portfolio of products and services, including Meeting Assistant, Workflow Automation, Client Engagement, and Client Intelligence.

Meeting Assistant
AI Note-Taking

Captures real-time notes and action items during client meetings.

Workflow Automation
Task Management

Syncs notes to CRM and delegates tasks for efficient follow-ups.

Client Engagement
Communication Tools

Drafts personalized emails to maintain client relationships quickly.

Client Intelligence
Data Analysis

Generates recaps and agendas for streamlined meeting preparation.

Apps and channels of Zeplyn

Zeplyn publishes 1 mobile app.

Zeplyn.AI
App Store Finance 4+
Developer: DeepInsights AI Inc.
View on App Store

Funding Insights of Zeplyn

Zeplyn has successfully raised a total of $3M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $3 million completed in June 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $3M
  • Total Rounds 2
  • Last Round Seed β€” $3M
  • Investors Count 2

All 2 funding rounds of Zeplyn with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2024–Debt – Conventional––
–
Jun 2024$3MSeed–Leo Capital
Valuation history

2 investors in total: 2 institutional.

Investors in Zeplyn

Zeplyn has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Leo Capital and Converge.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Venture capital fund investing in early stage, technology-centric opportunities
2017leo.capitalDelhi, India
Converge is engaged in venture capital investments for technology startups.
–converge.vcCambridge, United States
Premium access

Investor details for Zeplyn

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Zeplyn

7 people are tracked at Zeplyn (3 in leadership, 4 in team).

NameRoleGroup
Divam Jain
Co-Founder & CTOLeadership
Era Jain
Co-Founder & CEOLeadership
Mariangel Babbel
Head Of MarketingLeadership
Peter Lafferty
Enterprise Account Executive, Strategic AccountsTeam
Avishalom Shalit
Data Science + AI Eng.Team
Anne D.
Senior Software DeveloperTeam
Shenoy Dsouza
Senior Software EngineerTeam
Premium access

Complete people profiles for Zeplyn

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Zeplyn

2 dated milestones of Zeplyn across 1 years, from founding to its latest funding, stage changes and deals.

  1. Founded Zeplyn is founded.
  2. Funding First funding round.

Competitors of Zeplyn

Zeplyn operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Otter.ai, sei, Avaloq and 360 One, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
addepar.com2009Mountain View, United States$759.1M560
Wealth management solutions are delivered for investment advisors.
otter.ai2016Los Altos, United States$70M–
AI-based voice transcription for meetings is provided via cloud software.
seic.com1968Oaks, United States–5,061
Wealth and investment management solutions are offered to institutional investors.
avaloq.com1985Zurich, Switzerland$301.11M–
Cloud-based solutions for financial institutions are provided by Avaloq.
360.one2008Mumbai, India–65
Asset and wealth management software is provided for businesses.
envestnet.com1999Berwyn, United States–1,342
Cloud-based solutions are offered for wealth management and financial advising.
broadridge.com2007New York, United States–14,600
Cloud-based accounting and financial management solutions are offered to businesses.
centricity.co.in2022Gurugram, India$24.05M458
Digital private wealth management platform for individuals
investcloud.com2010West Hollywood, United States$78.73M373
Investment management software is provided for advisors and institutions.
sanctuarywealth.com2018Indianapolis, United States$175M–
Solutions are provided to wealth managers for client management.
Premium access

Detailed competitors of Zeplyn

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Zeplyn

The website of Zeplyn (zeplyn.ai) receives about 2.5K visits a month.

  • Monthly visits
    2.5K

    ▼ 23.9% vs previous month

Latest news on Zeplyn

Premium access

Complete news archive for Zeplyn

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Similar companies to Zeplyn

10 companies that operate in the same segment as Zeplyn (Enterprise Collaboration & Video Tools), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based team communication and collaboration platform is provided.
2009San Francisco, California, United StatesUSD 1.22 B–74
Cloud-based enterprise collaboration suites are delivered for team productivity.
2002Sydney, New South Wales, AustraliaUSD 210 MUSD 6.57 B13,810
Collaborative platform for design prototyping and feedback is provided.
2012San Francisco, California, United StatesUSD 748.75 M––
AI-based platform for secure collaboration and content management is utilized.
2005Redwood City, California, United StatesUSD 692.63 MUSD 1.18 B2,810
Cloud-based software for enterprise collaboration and project management is provided.
2013San Francisco, California, United StatesUSD 417.7 M––
Cloud-based platform for project management and team tracking is offered.
2012Tel Aviv, IsraelUSD 234.7 MUSD 1.23 B2,510
Integrated documents and spreadsheets are utilized for team project management.
2014San Francisco, California, United StatesUSD 240 M––
Cloud based suite solutions for enterprise project management
2005Bellevue, Washington, United StatesUSD 120.59 M––
Cloud-based file sharing and file transfer application
2009Amsterdam, NetherlandsUSD 63.81 M––
Real-time communication and conversational AI solutions are provided by Agora.
2014Guangzhou, Guangdong, ChinaUSD 55 MUSD 141.43 M608
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Zeplyn

Zeplyn was founded in 2023 and raised its 1st funding round 1 year after it was founded.

Zeplyn is headquartered in New York, United States. It is registered at New York, New York, United States.

Era Jain is the current CEO of Zeplyn. They have also founded this company.

Zeplyn is a funded company, having raised a total of $3M across 2 funding rounds to date.

Zeplyn was founded in 2023 and is headquartered in New York, United States. The company operates in the AI sector, focusing on tools for financial advisors. Workflows are streamlined, and administrative tasks are automated through its platform. Generative AI solutions are provided to improve customer interactions. Core activities center on integrating AI into financial advisory practices for efficiency.

Zeplyn's top competitors include Addepar, Otter.ai and sei.

Zeplyn offers Meeting Assistant, Workflow Automation, Client Engagement, and Client Intelligence.

Zeplyn has 2 investors. Key investors include Leo Capital, and Converge.

Zeplyn operates through Deepinsights Ai Inc..

Yes. Zeplyn publishes Zeplyn.AI.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available