Zeplyn Raises $3M Seed Funding

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

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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 For AI Assistant To ... - Morningstar

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6 days ago  · 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 …

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

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5 days ago  · 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 …

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

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11 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 | Zeplyn Financial Advisor Blog

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This morning, we officially announced our $3M seed funding round led by Leo Capital, with participation from Converge VC and angel investors. The $3M funding will fuel the work we …

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Zeplyn Secures $3M In Seed Funding To Enhance Wealth …

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5 days ago  · 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 …

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AI Note-taking Assistant Zeplyn, Raises $3M In Seed Funding

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5 days ago  · Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding While it joins a profusion of AI-powered communications applications, the startup's advisors …

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Ex-Google Engineers Secure $3M Seed Funding For AI Wealth Tech …

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5 days ago  · Ex-Google engineers secure $3M seed funding for AI wealth tech venture Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves …

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

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5 days ago  · 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 …

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

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6 days ago  · 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 …

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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 In Seed Funding - Finsmes.com

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6 days ago  · Zeplyn, a NYC-based AI assistant for financial advisors, announced a $3M seed funding.. The round was led by Leo Capital, with participation from Converge and angel …

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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. ... Zeplyn Meeting Assistant, …

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Zeplyn | AI For Financial Advisors

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Zeplyn raises $3M seed funding to reimagine the financial advisor experience! Learn more. Home Product Security Blog Newsroom. Company. About us Careers ... “We selected Zeplyn not just …

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

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5 days ago  · 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 …

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

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

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Seed Round - Zeplyn - 2024-11-13 - Crunchbase Funding Round …

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6 days ago  · Zeplyn raised $3000000 on 2024-11-13 in Seed Round. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. Products. Resources. Pricing. Resources. Log In. ...

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Zeplyn Raises $3M Seed Funding | Citybiz

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6 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 On LinkedIn: Zeplyn Has Raised $3M In Seed Funding! We …

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Zeplyn has raised $3M in seed funding! We are on a mission to rebuild the wealth management experience from an AI-native perspective. This funding, led by Leo Capital with participation …

linkedin.com

FAQs about Zeplyn Raises $3M Seed Funding Coupon?

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. ...

Why should financial advisors use zeplyn?

“But with Zeplyn, financial advisors can quickly extract accurate information while staying in compliance.” "Wealth-tech Zeplyn lands $3m seed investment" was originally created and published by Private Banker International, a GlobalData owned brand. ...

How does zeplyn work?

Zeplyn's toolkit is designed to optimise client meeting preparation, accurately record financial data, and facilitate follow-up tasks. The platform's agnostic nature allows for seamless integration across various meeting formats and is compatible with multiple CRMs, including Salesforce, Redtail, and Wealthbox. ...

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. ...

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