customers
Trusted by forward-thinking
wealth management firms
Zeplyn powers wealth management teams across boutique shops and enterprise firms, helping them reclaim time, strengthen client relationships, execute with precision, and drive measurable growth
Leading firms rely on Zeplyn
When intelligence turns into action,
the results are clear
12+ hours reclaimed per advisor, weekly
Same-day follow-ups clients value
Deeper presence during pivotal life events
Compounding advisor productivity gains
Higher client satisfaction and loyalty
Foundation for AI-powered firm growth
Trusted by forward-thinking RIAs and enterprise wealth firms
Steven Harp
CTO
Zeplyn has figured out AI-enabled note-taking for financial planning. They cater to the nuances and technicalities of the wealth management industry, and it shows. The accuracy and succinct nature of Zeplyn notes saves us time, increases efficiency and establishes a consistent note management process for our practice.
Jennifer Bromberg
Senior Wealth Advisor
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.
Thomas Snow
President & Founder
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.
Janise Brooks
President
What seemed like a very daunting task, Zeplyn outlined in less than 30 seconds. That’s what AI brings to the table. It sorted through all the noise and all the information to get to the critical pieces.
Steven Harp
CTO
Zeplyn has figured out AI-enabled note-taking for financial planning. They cater to the nuances and technicalities of the wealth management industry, and it shows. The accuracy and succinct nature of Zeplyn notes saves us time, increases efficiency and establishes a consistent note management process for our practice.
Jennifer Bromberg
Senior Wealth Advisor
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.
Thomas Snow
President & Founder
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.
Janise Brooks
President
What seemed like a very daunting task, Zeplyn outlined in less than 30 seconds. That’s what AI brings to the table. It sorted through all the noise and all the information to get to the critical pieces.
Customer Story
How Sequoia Financial Group reclaims advisor time and builds a foundation for AI-driven growth
Choosing Zeplyn was part of a long-term strategy: using AI to enhance advisor effectiveness without sacrificing trust or human connection.
Read the story