Zeplyn | Agentic AI for Wealth Managers Revenue

Software Development • Manhattan, New York, United States • 11-20 Employees

Zeplyn | Agentic AI for Wealth Managers revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$5,500,000
Total funding	$3,000,000

Key Contacts at Zeplyn | Agentic AI for Wealth Managers

Era Jain

Ceo & Co-Founder

Divam Jain

Cto & Co-Founder

Company overview

Headquarters	Manhattan, New York, United States
Website	zeplyn.ai
SIC	357
Founded	2022
Employees	11-20
Socials

Zeplyn | Agentic AI for Wealth Managers Email Formats

Zeplyn | Agentic AI for Wealth Managers uses 2 email formats. The most common is {first initial} (e.g., j@zeplyn.ai), used 64.7% of the time.

Format	Example	Percentage
{first initial}	j@zeplyn.ai	64.7%
{first name}	john@zeplyn.ai	35.3%

About Zeplyn | Agentic AI for Wealth Managers

Built by two former Google engineers, Zeplyn is the AI assistant for financial advisors that streamlines workflows. It automates the time-consuming admin tasks of meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, and updating your CRM. With Zeplyn, you’re free to invest your time where you’ll earn the highest return: building relationships and scaling your firm.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Senior

Employees by Department

Zeplyn | Agentic AI for Wealth Managers has 16 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Zeplyn | Agentic AI for Wealth Managers's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2024-12-13	3	$3,000,000

Funding Insights

$3,000,000

Total funding amount

$3,000,000

Most recent funding amount

Number of funding rounds

Zeplyn | Agentic AI for Wealth Managers Tech Stack

Discover the technologies and tools that power Zeplyn | Agentic AI for Wealth Managers's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Site Kit

Analytics

Embedly

Widgets

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Calendly

Appointment scheduling

Frequently asked questions

Zeplyn | Agentic AI for Wealth Managers is located in Manhattan, New York, US.

Zeplyn | Agentic AI for Wealth Managers generates an estimated annual revenue of $1,711,100. This revenue figure reflects the company's market position and business performance in its industry.

Zeplyn | Agentic AI for Wealth Managers has an estimated valuation of $5,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Zeplyn | Agentic AI for Wealth Managers was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Zeplyn | Agentic AI for Wealth Managers has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Zeplyn | Agentic AI for Wealth Managers has raised a total of $3,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Zeplyn | Agentic AI for Wealth Managers

Era Jain

Ceo & Co-Founder

Divam Jain

Cto & Co-Founder

4.8

40,000 users