Zeplyn
PrivateLast Round
Seed
Nov 13, 2024
Total Funding Raised
$3M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Zeplyn is a wealthtech company that provides an agentic AI assistant and practice-management platform designed to automate administrative workflows for financial advisors and wealth management firms.
Sector
Enterprise Software
Verticals
Vertical SaaS, Wealth Management, Workflow Automation, NLP & Conversational AI, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zeplyn Comparables
Compare Zeplyn with similar companies based on industry and business-model similarity.
Zeplyn Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Nov 13, 2024 |
Key People
Founding team and executive leadership
Zeplyn Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Leo Capital | Seed |
| Converge | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 21, 2026
Added TFC Financial, a financial services startup, as a customer.
- Feb 21, 2026
Added Freedom Financial Partners, LLC as a customer.
Recent news
Latest coverage and updates
- launchesSep 20, 2026
Zeplyn launched Agent Studio and MCP Server on Sep 15th '26.
- launchesSep 20, 2026
Zeplyn launched Zeplyn Agent Studio on Sep 15th '26.
- attends_eventAug 12, 2026
Zeplyn attends event FinovateFall 2025.
- launchesAug 12, 2026
Zeplyn launched agentic account-opening workflow in wealth management on Aug 12th '26.
- integrates_withAug 12, 2026
Zeplyn integrated with Schwab Inc. on Aug 12th '26.
Zeplyn Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Zeplyn's valuation, stock price, and market status.
Is Zeplyn a public or private company?
Zeplyn is a private company.
What is the current stock price of Zeplyn?
Zeplyn is a private company with no public stock price. No recent secondary market data is available.
How much is Zeplyn worth (valuation)?
Valuation information for Zeplyn is not publicly available.
Can I buy Zeplyn stock?
Zeplyn shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Zeplyn's last funding round?
Zeplyn's most recent funding round was Seed on November 13, 2024.
Who are the main investors in Zeplyn?
Key investors in Zeplyn include Leo Capital.
Will Zeplyn IPO soon?
No public IPO plans have been announced for Zeplyn.
How can I track Zeplyn secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Zeplyn's secondary market activity and sign up for updates.