Zeplyn, a software-as-a-service company that streamlines wealth management workflows, has raised $3 million in a funding round led by early-stage venture capital firm Leo Capital.
Converge VC and several angel investors also participated.
The New York company, founded last year by former Google engineers, offers an artificial intelligence product for financial advisors and wealth management firms that tool converts unstructured conversational data into accurate notes.
Zeplyn, which has about 250 advisers on its platform, plans to expand its product range and offerings.