Founded by former Google engineers, Zeplyn is rebuilding the wealth management experience from an AI-native perspective, enabling advisors to invest their time in building relationships and scaling their firms. Through its flagship product, Zeplyn Meeting Assistant, wealth managers can capture real-time, structured meeting notes and action items during client interactions and automatically trigger workflows, reducing manual work associated with client engagements by more than 90%. Advisors using Zeplyn save 10+ hours a week on meeting prep, note-taking, follow-up emails, task creation and assignment, and CRM updates, all while meeting compliance requirements and surfacing insights that help firms optimize their practice.