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Zeplyn

Meeting notes & follow-up · CRM & CRM add-ons

An 'agentic AI operating system' for wealth firms: captures client intelligence and runs workflows using 50+ specialized agents. Built for enterprise firms. ↗ zeplyn.ai

Verified Oct 26, 2026 against the vendor's own pages

Visit Zeplyn Claim listing

Pricing

No public pricing found on the vendor pages we checked (demo/quote).

↗ zeplyn.ai

Integrations

Not verified We found no named integrations list on the pages we checked.

Security & compliance claims

  • SOC 2 Type II
  • Zero data retention
  • PII redaction
  • SSO/MFA mentioned on security page

↗ zeplyn.ai/security

Off-the-record mode ↗ zeplyn.ai/security

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

Claims '30+ deep integrations' across CRM, planning, custodial, email and meeting tools but doesn't name them on the homepage (no integrations page found). Unverified: specific integrations.

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