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Zeplyn Now Turns Wealth Management Firms’ Operating Playbooks into Agentic Workflows

October 27, 2026
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Zeplyn Introduces Agent Studio and MCP Server, Giving Wealth Management Firms Control of the Intelligence and the Interface

September 15, 2026
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Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center™

August 12, 2026
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Zeplyn Launches Advisor Coaching, Bringing AI-Powered Performance Intelligence to Enterprise Wealth Management Firms

July 21, 2026
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Zeplyn Expands Agentic AI Capabilities with Agent Nexus, Enabling Wealth Management Firms to Accelerate Growth through Rapid, Personalized, and Scalable Client Advice

December 9, 2025
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Zeplyn Unveils Expanded AI Platform with New Suite of Practice Management Capabilities for Wealth Management Firms

March 5, 2025
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Zeplyn Welcomes Former Merrill Lynch and LPL Executive Kabir Sethi to Its Board

February 13, 2025
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Zeplyn Raises $3M Seed Funding

November 13, 2024
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In the news

WealthStack Roundup: Zeplyn Launches AI Advisor Coaching Feature

July 24, 2026
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How Agentic AI Unlocks Financial Firm Business Intelligence And Growth

January 5, 2026
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The Leading Metric for 2026: Return on Intelligence

December 30, 2025
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With Agent Nexus, Zeplyn Is Throwing Down An Agentic Gauntlet

December 10, 2025
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The New Rules of Client Engagement

November 19, 2025
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AI-First Practice Management: Reshaping Wealth Advisory for the Future

September 4, 2025
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Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai

August 14, 2025
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Diversification is back

August 1, 2025
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How An AI Agent Evolved Into A Comprehensive AI Practice Management Platform

June 5, 2025
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Some advisors rage against the machine learning

May 16, 2025
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The Great AI Awakening: 7 Technology Trends from the T3 2025 Conference

March 10, 2025
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Zeplyn Ushers in AI Workflow Capability

March 8, 2025
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T3 Event Highlights: AI, Data Integration and Fintech's Future

March 7, 2025
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The T3 announcements that wealth managers should know

March 7, 2025
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Wealth firms likely to 'take the plunge' on AI strategy this year: T3 panel

March 6, 2025
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Kabir Sethi Joins Board Of AI Startup Zeplyn

February 13, 2025
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Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board

February 13, 2025
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Former LPL and Merrill tech exec joins board of AI startup

February 13, 2025
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AI Agents as Hyper-Efficient Advisor Meeting Assistants

January 17, 2025
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Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI Assistant

December 9, 2024
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AI Meets Wealth Management: How Zeplyn is Transforming Advisor Workflows

November 19, 2024
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Leo Capital led $3 M Seed funding raised by Zeplyn

November 18, 2024
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Zeplyn Raises $3M Seed Funding For AI Assistant

November 18, 2024
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Zeplyn raises $3M for its AI assistant for financial advisors

November 18, 2024
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Zeplyn lands $3m to enhance advisor efficiency with AI-driven platform

November 15, 2024
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Zeplyn Secures $3 Million in Seed Funding Led by Leo Capital

November 14, 2024
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Zeplyn Raises $3 Million in Seed Round

November 14, 2024
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Wealth-tech Zeplyn lands $3m seed investment

November 14, 2024
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Zeplyn raises $3 million in seed funding round led by Leo Capital

November 14, 2024
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Wealth-tech Zeplyn lands $3m seed investment

November 14, 2024
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AI-Powered Tools Revolutionize Wealth Management with Zeplyn`s $3 Million Seed Funding

November 14, 2024
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AI-powered assistant for financial advisors Zeplyn raises $3 million

November 14, 2024
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AI Assistant for FAs Gets $3M in Seed Funding Round

November 14, 2024
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Zeplyn Raises $3M Seed Funding

November 14, 2024
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AI startup Zeplyn secures $3m seed

November 13, 2024
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AI startup Zeplyn secures $3m seed

November 13, 2024
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Leo Capital leads $3 Mn round in Zeplyn

November 13, 2024
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Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding

November 13, 2024
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Zeplyn Scores $3M Seed Funding

November 13, 2024
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Zeplyn’s $3M Funding Round to Drive AI Integration in Wealth Management

November 13, 2024
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Zeplyn Secures $3M in Seed Funding to Enhance Wealth Management with AI

November 13, 2024
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Ex-Google engineers secure $3M seed funding for AI wealth tech venture

November 13, 2024
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Zeplyn Raises $3M in Seed Funding to Scale AI Assistant for Financial Advisors

November 13, 2024
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SaaS startup Zeplyn raises $3 million from Leo Capital, others

November 13, 2024
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AI meeting management business for RIAs raises $3m

November 13, 2024
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Leo Capital Leads $3 Mn Seed Funding In Zeplyn, An AI Assistant For Financial Advisors

November 13, 2024
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