Wealth management AI that does the work
Capture every meeting, research every client, surface opportunities, and execute the work across your firm
$120B+
in AUM across firms running on Zeplyn
90%
reduction in manual admin across client lifecycle
$1M+
reclaimed capacity per year for a 10-advisor team
12+ hrs
advisor time reinvested on clients and prospects, per week
50%+
faster time-to-transact on new opportunities
Zeplyn acts on it — across your entire firm.
Agentic AI that turns every client interaction into structured intelligence, immediate follow-through, and measurable growth.
Reclaim advisor capacity
Save advisors 12+ hours a week on manual admin and "swivel-chair" work and reinvest that time in higher-impact client service and growth.
Zeplyn provides a time dividend advisors can reinvest in clients & growth, enabling us to deliver personalization at scale
Trevor Chuna, CTO, Sequoia Financial Group
Turn activity into AUM
Uncover opportunities hiding in your book and act on them timely driving deeper share-of-wallet.
We’re searching for all the data that’s housed in different locations and asking how we pull it together at the right moment to do a better job and deliver better service to our clients.
Janise Brooks, President, PAX Financial Group
Elevate client satisfaction
Build trust by staying fully present in every client meeting while Zeplyn personalizes interactions and ensures no detail falls through the cracks.
Zeplyn is improving the relationship in ways that I would've not predicted. It has allowed me to be more present
Jennifer Bromberg, Senior Wealth Advisor, Financial Reserve
Maintain one source of truth
Capture complete, accurate, structured intelligence from each client interaction and keep your systems of record reconciled and current.
We had tried two other AI software solutions that were supposedly the best in the industry. Then, we tried Zeplyn. I was amazed at how accurate and organized their meeting notes were.
Brian Nikulski, President and Chief Compliance Officer, Nikulski Financial
Build firm-wide intelligence
Turn unstructured data into searchable knowledge, standardized processes, and repeatable growth playbooks that scale firm results.
We love to ask Zeplyn targeted coaching questions. It has opened up a whole new level of advisor development that wasn’t scalable before
Jon Holgreen, COO & Partner, Freedom Financial Partners
Reclaim advisor capacity
Save advisors 12+ hours a week on manual admin and "swivel-chair" work and reinvest that time in higher-impact client service and growth.
Zeplyn provides a time dividend advisors can reinvest in clients & growth, enabling us to deliver personalization at scale
Trevor Chuna, CTO, Sequoia Financial Group
Turn activity into AUM
Uncover opportunities hiding in your book and act on them timely driving deeper share-of-wallet.
We’re searching for all the data that’s housed in different locations and asking how we pull it together at the right moment to do a better job and deliver better service to our clients.
Janise Brooks, President, PAX Financial Group
Elevate client satisfaction
Build trust by staying fully present in every client meeting while Zeplyn personalizes interactions and ensures no detail falls through the cracks.
Zeplyn is improving the relationship in ways that I would've not predicted. It has allowed me to be more present
Jennifer Bromberg, Senior Wealth Advisor, Financial Reserve
Maintain one source of truth
Capture complete, accurate, structured intelligence from each client interaction and keep your systems of record reconciled and current.
We had tried two other AI software solutions that were supposedly the best in the industry. Then, we tried Zeplyn. I was amazed at how accurate and organized their meeting notes were.
Brian Nikulski, President and Chief Compliance Officer, Nikulski Financial
Build firm-wide intelligence
Turn unstructured data into searchable knowledge, standardized processes, and repeatable growth playbooks that scale firm results.
We love to ask Zeplyn targeted coaching questions. It has opened up a whole new level of advisor development that wasn’t scalable before
Jon Holgreen, COO & Partner, Freedom Financial Partners
One orchestration layer. 50+ specialized agents. Every workflow in your firm.
Zeplyn Agent Nexus sits above the systems you already run and coordinates specialized agents that do real work — securely, auditably, and on your infrastructure.
Enterprise ready and built on production hardened wealth management patterns. Deploy in weeks — on agent architecture proven at scale.
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Built for everyone who touches the client
Pre-built, pre-tested, and pre-governed agents for every role in your firm
Grow the firm without growing the back office
Zeplyn surfaces opportunities across the book, standardizes what your best advisors do, and reclaims the capacity to pursue growth, all without adding headcount.
Modernize in place. No rip-and-replace.
An orchestration layer that sits above the systems you already run: open APIs, MCP-ready, headless, and deployable in your VPC. No multi-year build.
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Move work from intake to done
Automate the intake, account opening, and data entry that slow every firm down. Zeplyn keeps records reconciled and routes every task to an owner.
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Adopt AI without giving up control
Advisor-in-the-loop review, automatic PII redaction, and a complete, traceable record of every action keep supervision and control firmly in your hands.
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Let the busywork run itself
Zeplyn captures the details, preps your research, and drafts the follow-up, so you can be fully present and spend your time on advice.
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Trusted by forward-thinking RIAs and enterprise wealth firms
Built for the trust your clients place in you
Recording-free, advisor-in-the-loop, hallucination guardrails, and built for regulated environments.
30+ deep integrations
Across your CRM, planning, portfolio, custodial, and email, calendar, and meeting tools.
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.