We're building the
operating system
for wealth management
Wealth management runs on relationships. Everything around those relationships — the prep, the paperwork, the follow-through — runs on manual work. We're rebuilding that layer from an AI-native foundation, so wealth managers spend their time where it compounds.
Why we started Zeplyn
We spent over a decade at Google building foundational AI — the systems behind Search, Assistant, and speech recognition, running at a scale of billions of users.
When we looked at wealth management, we found an industry built entirely on trust and judgment, where advisors were losing half their working hours to manual data entry, meeting prep, and paperwork. The technology serving them had been assembled from point tools, none of which talked to each other.
That gap is what we are solving for with Zeplyn. Not a point solution bolted onto a broken workflow, but the operating layer the industry never had.
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Built by people who've done this before
Our team developed its expertise at the world's leading technology firms, wealth managers, and universities.
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Trusted with real assets, in production today
$120B+
100K+
SOC 2
Type II
New York, NY
Live across RIAs, broker-dealers, banks, multi-family offices, and trust and life insurance firms.
Industry Recognitions
Backed by
