

The most accurate AI assistant for
financial advisors


Financial advisors get more with Zeplyn
As the only workflow intelligence platform purpose-built for financial advisors, Zeplyn is reimagining wealth management from an AI-native perspective.
Operational efficiency
Compliant data and workflows
Stronger relationships
Effective practice management
Elevate operational efficiency and strengthen client relationships
"We were unable to train the other softwares to understand our firms' acronyms and summarize the complexity of financial planning conversations. I did not think AI was anywhere close to being able to do it, until we found Zeplyn."