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AI tools

Zeplyn

AI platform for wealth management firms that captures meetings and does the follow-up work.

Made by DeepInsights AI Inc. Visit Zeplyn's website
Starting priceNo price found
No price on their site · looked Oct 13
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed2 connectionsClaude, ChatGPT. Source and date for each below. AI tools among them: Claude (MCP server), ChatGPT (MCP server).
Read this before you rely on Zeplyn's details. Zeplyn says it has 30+ integrations across CRM, planning, portfolio, custodial, email, calendar and meeting tools, but its text names none of them (the tools show only as logos), so no CRM, planning or custodian connection is recorded. Sources: DeepInsights AI Inc.'s page.
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What their website looks like

Screenshot of Zeplyn's homepage
Zeplyn's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on DeepInsights AI Inc.'s site

We looked on Oct 13. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Sold to firms through a demo; no price shown.

Source: No price on zeplyn.ai: there is no pricing page there is no (/pricing page), and the homepage and platform page offer only Book a demo. Not found, Oct 13.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. Zeplyn isn't on it: it doesn't publish a price.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Zeplyn2 connections listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
ClaudeChatGPT

No custodian, CRM or planning connection found

We didn't find one on the pages of DeepInsights AI Inc.'s site we read. The other software it connects to is listed below.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools DeepInsights AI Inc. lists. How each one connects is in DeepInsights AI Inc.'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Direction not stated: access to Zeplyn through MCP; direction not stated
Source: Zeplyn platform page. Checked Oct 13.
ChatGPT
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Direction not stated: access to Zeplyn through MCP; direction not stated
Source: Zeplyn platform page. Checked Oct 13.

Leaving later

We haven't read DeepInsights AI Inc.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Zeplyn yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Zeplyn with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

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Fathom
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Fireflies
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Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
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Corrections

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