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A better way to support your clients
and grow your wealth management firm
Agentic AI that turns every client interaction into structured intelligence, immediate follow-through, and measurable growth.
Accuracy that
strengthens trust
Action that
accelerates growth
Efficiency that
expands capacity
Practice management that elevates performance
“We selected Zeplyn not just for their omnichannel note-taking capabilities but also for their long-term vision in supporting the overall client meeting process, which is the most frequent and expensive activity of an RIA.“
Trevor Chuna
"Our family-office clients value how prepared we are for every interaction. Zeplyn’s integrated, intuitive platform streamlines our preparation, helping us focus our time on their most important and urgent needs."
Thomas Snow
"The vision behind Zeplyn is exactly what we were hoping for — and the early results have us genuinely excited about how it will shape coaching, client experience, and firm-wide insight going forward."
Jon Holmgren
“This was the one time I saw my firm jump from ‘What is this?’ to ‘We can’t live without it’—within a two-week period. We usually take years to vet software, and this one was a total game-changer for us.”
Jennifer Bromberg
"We’ve also used Zeplyn Agent Nexus to extract client testimonials directly from meeting transcripts, which has been a huge value-add."
Steven Harp
“We had tried two other AI software solutions that were supposedly the best in the industry. Then, we tried Zeplyn. I was amazed at how accurate and organized their notes were.”
Brian Nikulski
Choosing Zeplyn was part of a broader, long-term strategy centered on using AI to enhance advisor effectiveness without sacrificing trust or human connection.
