Zeplyn, a New York-based AI assistant designed to streamline operations for financial advisors, has raised $3 million in seed funding.
Investors
The round was led by Leo Capital, with contributions from Converge and several angel investors.
Leo Capital is a venture capital fund that invests in early-stage, technology-centric opportunities in India, India-based global SaaS companies, and Southeast Asia (SEA). Focused on (pre)Seed to Pre-Series A investments, Leo Capital has offices in Singapore, Bangalore, Delhi, Dubai, Helsinki, London, and Philadelphia.
Zeplyn Use of Funds
The company plans to use the funds to support its growth and further develop AI-driven tools for the wealth management industry.
About Zeplyn
Founded by Divam Jain and Era Jain, Zeplyn is an AI-powered assistant tailored for financial advisors and wealth management firms. The platform’s flagship AI meeting assistant automates note-taking from unstructured data, streamlining time-consuming tasks such as meeting preparation, note-taking, client follow-ups, task management, and CRM updates. Zeplyn integrates with popular CRM systems like Salesforce and Wealthbox.
Funding Details
Company: DeepInsights AI, Inc.
Raised: $3.0M
Round: Seed Round
Funding Date: November 2024
Lead Investor: Leo Capital
Additional Investors: Converge, Angel Investors
Company Website: https://www.zeplyn.ai/
Software Category: Meeting Assistant
Source: https://www.prnewswire.com/news-releases/zeplyn-raises-3m-seed-funding-for-ai-assistant-to-streamline-wealth-management-workflows-and-improve-client-experience-302303666.html