Zeplyn | Agentic AI for Wealth Managers

Name: Zeplyn | Agentic AI for Wealth Managers
Brand: Zeplyn | Agentic AI for Wealth Managers

AI Native

The agentic AI assistant wealth managers use to create more value from every client engagement.

Est 2022

LinkedIn 2K|Web traffic 1K|FTEs 19|HQ New York, New York, US

MarketsAdvice Delivery & Paraplanning Automation

Zeplyn | Agentic AI for Wealth Managers screenshot

01Competitive Landscape

Narrative analysis

Jump emphasizes breadth across integrations and enterprise controls, with more public pricing information.
Zeplyn emphasizes wealth-specific workflows and automation with messaging around a recording-free capture approach and firm-level intelligence; however, some enterprise controls and security documentation are less publicly detailed.
Zocks publishes clearer pricing and promotes SOC 2 Type II and data residency controls.
FinMate targets smaller teams with public pricing and a simpler procurement path.

- Jump emphasizes breadth across integrations and enterprise controls, with more public pricing information. - Zeplyn emphasizes wealth-specific workflows and automation with messaging around a recording-free capture approach and firm-level intelligence; however, some enterprise controls and security documentation are less publicly detailed. - Zocks publishes clearer pricing and promotes SOC 2 Type II and data residency controls. - FinMate targets smaller teams with public pricing and a simpler procurement path.

Adoption trends / market visibility

Industry reporting lists integrations between advisor platforms and multiple AI notetakers, including Zeplyn, indicating inclusion in category tooling sets.
A software survey listed Zeplyn with a modest market presence and a moderate satisfaction rating, suggesting early but measurable adoption.

	Zeplyn	Jump	Zocks
Starting Price	Not publicly listed (trial available; sales order after trial)	Published per-advisor pricing available from the vendor (monthly and annual options)	Published per-user pricing available from the vendor (monthly and annual options)
Best For	Teams seeking wealth-specific notes, workflow execution, and firm-level search capabilities	Firms seeking a broader integration and enterprise controls (SSO/SCIM)	Firms seeking clear tiered pricing and high meeting volume allowances
Key Strength	Wealth-focused positioning and workflow automation capabilities	Public pricing tiers and enterprise feature disclosures	Clear pricing tiers and explicit SOC 2 Type II claims
Key Weakness	Limited independent reviews and limited public enterprise security documentation	Cost at scale and governance/CRM QA requirements	Higher-tier pricing and requirement for sales engagement for enterprise features