Era Jain
Founder & CEO
Three years consulting for mid-size RIA practices on CRM and compliance workflow modernization before founding Zeplyn. Sat in on hundreds of advisor-client meetings before drawing the first wireframe.
Team
Four people building the documentation layer for independent advisor practices.
The team came together around a single observation from inside an RIA: most of the compliance record is template, and the template can be drafted by an agent. Everything we ship reflects that.
Rohan Deshpande
CTO & Co-Founder
Five years on JP Morgan's wealth-technology team building client reporting and CRM integration systems for advisor-facing tools before co-founding Zeplyn. Owns the agent layer and integration stack.
Naomi Bergstrom
Head of Compliance
Background in independent RIA compliance review and SEC examination preparation. Reviews every output template against FINRA Rule 4512 and SEC Reg BI documentation requirements before it ships to customers.
Adrian Costa
Head of Customer Engagement
A career in advisor-tech onboarding and account management at independent RIA practices. Runs every Zeplyn pilot and stays in the room until each advisor's first ten meetings are filed clean.
Talk to the team running the next pilot.
Era and Adrian sit in on every pilot conversation. The first call is short, on Zoom, and you do most of the talking.
Request a pilot conversation