Zeplyn
Zeplyn is an AI assistant for wealth management firms that handles the work around client meetings. Registered investment advisers and enterprise wealth firms use it to prepare agendas, capture notes without recording audio, draft follow ups and update their CRM.
Its agents draw on meeting notes, CRM records, email and documents to answer questions and complete tasks, and advisers review the output before anything is sent. It connects to CRMs such as Salesforce, Wealthbox and Redtail, and to Zoom and Microsoft Teams.
Sequoia Financial Group, PAX Financial Group and Nikulski Financial are quoted as customers. Zeplyn holds SOC 2 Type II, discards meeting audio after processing, says client data never trains large language models and has zero retention agreements with its AI providers. DeepInsights AI Inc. operates Zeplyn from New York.
Capability Axes
Capability grades
15 of 15 axes rated · 10 graded A or B
A client conversation becomes structured notes on goals, life events and risk preferences, then follow ups and record updates, all of it model work.
Workflows wait for explicit adviser review before they execute, yet with more than 50 agents acting across a firm's systems, which actions run without confirmation isn't published.
Customers praise the notes' accuracy, but no accuracy figure or evaluation method backs that up, and adviser review checks output rather than the models.
Sequoia Financial Group's chief technology officer and leaders at PAX Financial Group and Financial Reserve are quoted, but the 90 percent cut in manual admin isn't joined to any of them or given a method.
Client data never trains large language models, AI providers work under zero data retention agreements, and meeting audio is discarded once notes exist. Social Security numbers and similar identifiers are redacted automatically.
The August 24, 2024 privacy policy covers the products, casts Zeplyn as processor of the firm's content and deletes personal information when an account closes.
SOC 2 Type II with regular third party audits is stated, and the trust center runs on Vanta.
Books and records and supervision duties sit with the advisory firms, and Zeplyn calls itself built for regulated environments without naming a rule its notes help meet.
Speech recognition can vary by accent, age and speech pattern, so some clients may be captured less accurately in a file that shapes suitability discussions, and Zeplyn offers no accuracy figures by speaker group.
An option to keep remarks off the notes and automatic redaction both help, but a misrecorded risk preference that shapes advice carries no published remedy. Clients get no route of their own to correct the notes, since notice and consent sit with the firm.
Fine tuned small language models sit alongside large model options for enterprises, but none of the AI providers, the cloud host or a subprocessor list is named on the site.
Wealthbox's own integration page confirms that notes and next steps sync straight into its CRM, and Salesforce and Redtail are among more than 30 other named connections.
Data is hosted in the United States, and enterprise firms can get a dedicated single tenant environment, though the cloud provider isn't named.
Neither Zeplyn's site nor Wealthbox's integration page shows a price, plan or trial, and engagement starts with a demo request.
Registered investment advisers and enterprise wealth firms are the one segment served, and every page is written for them, from meeting notes to firm wide workflows.
Compared With
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The index publishes no overall score or ranking. See what we assess and the methodology.
Pricing
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