Zeplyn Appoints Kabir Sethi to Board to Boost AI in Wealth Management

Zeplyn Expands Leadership with Kabir Sethi's Appointment

Zeplyn, a prominent AI assistant for financial advisors, has recently made headlines with the announcement of Kabir Sethi joining its board of directors. Known for his role as Chief Product Officer at LPL Financial and previous senior technology positions at Merrill Lynch, Sethi brings a wealth of knowledge in wealth management technology. His expertise is expected to play a crucial role in shaping the company's product strategy and expanding its market presence.

Era Jain, co-founder and CEO of Zeplyn, expressed excitement about Sethi's appointment, stating, "We are incredibly excited to welcome Kabir to Zeplyn. His leadership in fintech innovation and deep expertise in digital wealth management will help accelerate our mission to reimagine the financial advisor experience from an AI-native perspective."

Sethi's career spans over 20 years in wealth management technology, during which he has significantly influenced the digital transformation of the financial services sector. At LPL Financial, he was pivotal in the development of the firm’s digital and wealth management platforms. Meanwhile, at Merrill Lynch, he led initiatives that revolutionized their digital wealth management strategy, enhancing both advisor capabilities and client collaboration experiences.

In an industry where technology continuously redefines practices, Sethi remarked, "Technology continues to redefine the wealth management landscape, and AI is at the forefront of this transformation. Zeplyn's approach to enhancing advisor capabilities through intelligent automation is truly groundbreaking. I look forward to working with the team to bring these innovations to market."

Sethi’s first public appearance as part of the Zeplyn team will take place at the upcoming T3 Technology Conference in Dallas, Texas. During a panel discussion scheduled for March 6, 2025, he is set to share valuable insights regarding the implementation of AI in wealth management and its potential to create meaningful impacts across the industry. He is also expected to offer guidance for Chief Technology Officers aiming to leverage AI for innovation, improved client experiences, and operational efficiencies.

About Zeplyn

Established by former engineers from Google, Zeplyn provides an AI platform tailored for wealth management firms. Their technology aims to minimize time-consuming administrative tasks, reduce manual workflows by more than 90%, and ultimately foster stronger relationships between advisors and clients. The innovation that Zeplyn brings is crucial for adapting to the evolving landscape of wealth management, ensuring that financial advisors can focus on what truly matters—their clients. To learn more about their offerings and vision, visit www.zeplyn.ai.