Zephyr Financial Solutions

Goal-driven investment professionals are our best customer.

Expand and retain your client base while growing AUM.

Contact Us

In a dynamic and shifting marketplace, you need a clear and efficient way to demonstrate your value to current clients and potential prospects.

We'll show you how our clients are increasing AUM and growing their client base.

Contact Us

Phone: (800) 789-5323
Email: Zephyrinfo@Informa.com

Superior Technology. Optimized Results.

As pioneers in the data-driven wealth management industry, Zephyr also looks toward the future by meeting the modern-day needs of its subscribers. Our state-of-the-art technology is always evolving to help them access key data, identify trends, make smart decisions, and quickly pivot in a changing marketplace.

Roy Nichol

Touchstone Advisors,LLC

My experience with Zephyr has been exceptional . I used it while part of a large organization for almost fifteen years ; and once I started a firm of my own late last year , engaged its services once again. The ease of onboarding and follow-up from client relationship team was deeply appreciated ( in my previous work , work colleagues did that for me) , and subsequent tutorials assisted me in more effectively utilizing Zephyr's resources. Finally, a standout service of the firm is having the ability to engage one-on-one with a product expert who has wonderful relationship skills as well and pay her for specific project work (which allows me to focus on highest and best use of time in my own work for clients).