Wealth-tech Zeplyn lands $3m seed investment - Yahoo Finance

4 days ago · Zeplyn, an artificial intelligence (AI) assistant designed for financial advisors, has garnered $3m in seed funding to advance AI wealth management workflows. The investment …

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Wealth-tech Zeplyn Lands $3m Seed Investment - Yahoo Finance

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4 days ago · Zeplyn, an artificial intelligence (AI) assistant designed for financial advisors, has garnered $3m in seed funding to advance AI wealth management workflows. The investment …

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Zeplyn Raises $3M Seed Funding For AI Assistant To Streamline …

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5 days ago · Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. Led by Leo Capital, with additional investing from Converge and angel investors, the …

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Zeplyn Raises $3M Seed Funding For AI Assistant To Streamline …

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12 hours ago · Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. Led by Leo Capital, with additional investing from Converge and angel …

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Zeplyn Raises $3M Seed Funding

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6 days ago · NEW YORK CITY, November 13, 2024 - Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. Led by Leo Capital, with additional …

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Zeplyn Raises $3M Seed Funding | Zeplyn Financial Advisor Blog

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Zeplyn has raised $3M in seed funding. See what this means for the future of wealth management. ... we officially announced our $3M seed funding round led by Leo Capital, with …

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Zeplyn Raises $3M Seed Funding | Citybiz

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5 days ago · Zeplyn Raises $3M Seed Funding. November 14, 2024. Zeplyn, a NYC-based AI assistant for financial advisors, announced a $3M seed funding. The round was led by Leo …

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Zeplyn Scores $3M Seed Funding - Vcnewsdaily.com

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Zeplyn, the AI assistant for financial advisors, announced a $3M seed funding round. Led by Leo Capital, with additional investing from Converge and angel investors, the funding will be used …

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Zeplyn Raises $3 Million In Seed Round | The SaaS News

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5 days ago · 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 …

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AI Startups And Funding In Wealth Management

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Ex-Google engineers secure $3M seed funding for AI wealth tech venture - Investment News, InvestmentNews. Wealth-tech Zeplyn lands $3m seed investment, Private Banker …

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Zeplyn Raises $3M In Seed Funding To Scale AI Assistant For …

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6 days ago · Company Name: Zeplyn Location: New York City, NY Sector: Fintech, AI, Financial Advisory. Funding Details: Zeplyn, an AI-powered assistant platform for financial advisors, …

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Zeplyn Secures $3M Funding To Advance AI Solutions In Wealth …

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6 days ago · Zeplyn, established by former tech innovators, focuses on revolutionizing the wealth management landscape with AI. The solution significantly reduces manual processes by over …

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Wealth-tech Zeplyn Lands $3m Seed Investment

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Managers of Wealth -Wealth, private banking and asset management news and opinion ... Wealth-tech Zeplyn lands $3m seed investment FinTech . November 14, 2024. ... COP29’s …

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ESG Will Remain A Key Long-term Wealth Manager Priority Despite …

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4 days ago · Islamic Finance opens up prospects for private banking; The UK and a new tax system for the internationally mobile; ... Wealth-tech Zeplyn lands $3m seed investment. News …

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FAQs about Wealth-tech Zeplyn lands $3m seed investment - Yahoo Finance Coupon?

What's behind zeplyn's $3M seed funding?

NEW YORK, Nov. 13, 2024 /PRNewswire/ -- Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. Led by Leo Capital, with additional investing from Converge and angel investors, the funding will be used to support the company as it rebuilds wealth management from an AI-native perspective. ...

Who owns zeplyn lands $3M seed investment?

"Wealth-tech Zeplyn lands $3m seed investment" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. ...

How does zeplyn help financial advisors?

Zeplyn saves financial advisors an average of 10-12 hours per week while meeting security and compliance standards for financial industry NEW YORK, Nov. 13, 2024 /PRNewswire/ -- Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. ...

How does zeplyn improve advisor-client interaction?

By automating routine tasks and streamlining client intelligence, Zeplyn enhances the advisor-client interaction. Its AI Meeting Assistant, tailored for the wealth management sector, converts conversational data into precise notes. ...

How much time does zeplyn save a financial advisor?

Streamlining meeting prep, note-taking and post-meeting workflows while fulfilling compliance requirements, Zeplyn saves financial advisors an average of 10-12 hours per week. ...