ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat
Alternatives to Zeplyn
Zeplyn makes AI software for wealth management firms. The company says it is live at RIAs, broker-dealers, banks, multi-family offices, and trust and life insurance firms. Read the Zeplyn profile.
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
JumpIn the news
AI meeting assistant and onboarding software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
AI toolsPer seat
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
SaturnIn the news
AI meeting notes, paperwork and compliance checks for UK advice firms
- RIAs
AI toolsCustom quote
