Companies / Zeplyn
Zeplyn provides an agentic AI operating system for wealth management that captures meetings, builds client profiles, and executes workflows. It serves wealth management firms and their advisors.
Summarized from its homepage on 7 Nov 2026.
Vendors of Zeplyn and the evidence for each
Zeplyn declares 7 subprocessors.
Google WorkspaceProductivityConfirmed
Amazon Web ServicesCloud and infrastructureConfirmed
DatadogObservabilityConfirmed
GitHubDeveloper toolsConfirmed
JiraProductivityConfirmed
JustworksHRConfirmed
VantaSecurity and identityConfirmed
CloudflareCloud and infrastructureLikely
Google Tag ManagerAnalyticsLikely
script: j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f6 Nov 2026Source
HubSpotCRM and salesLikely
1 more vendor
See Zeplyn's full stack and the source for every claim.
Create a free accountWork email, no card. Already have one? Log inCertifications
| Standard | What the source says | Checked |
|---|---|---|
| SOC 2 Type IICompany's statement | “SOC 2 Type II Zero data retention”The company's own statement. SOC 2 has no public registry; the report itself is shared by the company, usually under NDA. | 9 Nov 2026Source |
We last read its homepage on 9 Nov 2026 and the FedRAMP Marketplace on 8 Nov 2026. A standard not shown here was not found in these sources. That does not mean Zeplyn lacks it.
Vendor's own statement, retrieved from the source URL on the date shown. StrataDB does not verify the underlying claim. Data sources.
See Zeplyn's full stack
Every vendor with its source and date, and an alert when Zeplyn adds or drops one. The same lookup works for any company.
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