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Zeplyn Raises $3M Seed Funding for AI Assistant to Streamline Wealth Management Workflows and Improve Client Experience

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2 years ago

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Zeplyn saves financial advisors an average of 10-12 hours per week while meeting security and compliance standards for financial industry

NEW YORK, Nov. 13, 2024 /PRNewswire/ — Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. Led by Leo Capital, with additional investing from Converge and angel investors, the funding will be used to support the company as it rebuilds wealth management from an AI-native perspective.

Founded by two former Google engineers, Zeplyn reduces the administrative burden placed on financial advisors, improving the advisor-client experience by automating time-consuming tasks and making client intelligence more accessible. The company’s AI Meeting Assistant, designed specifically for financial advisors and wealth management firms, takes unstructured conversational data and turns it into highly accurate notes. Streamlining meeting prep, note-taking and post-meeting workflows while fulfilling compliance requirements, Zeplyn saves financial advisors an average of 10-12 hours per week.

“60% of client data gathering happens over meetings, yet less than 25% of client meetings are properly documented, because manual note-taking is time-consuming, distracting and prone to errors,” said Era Jain, CEO and Co-Founder of Zeplyn. “Financial Advisors spend anywhere from an hour to an hour and a half per client meeting consolidating their notes and doing follow-up work. Many bring an associate advisor to these meetings just to take notes. Despite spending several manual hours, incomplete client data still remains a challenge as details fall through the cracks.”

“Zeplyn enables financial advisors to streamline meeting admin from prep to follow-up, automatically updating client records while protecting PII,” added Divam Jain, CTO and Co-Founder of Zeplyn. “It is built to meet the unique workflow requirements and security and compliance standards of the wealth management community.”

Zeplyn provides a time-saving toolkit for advisory firms to prep for client meetings, accurately capture financial data and key client insights, and seamlessly trigger follow-up tasks – which, in turn, improves the client experience.

“Zeplyn enhances our ability to deliver personalization at scale by providing a time dividend advisors can reinvest in client service and growth,” said Trevor Chuna, CTO at Sequoia Financial Group. “Multiple team members have reported time savings of 30-60 mins+ on meeting follow-up activities. We selected Zeplyn not just for their omni-channel note-taking capabilities, but also for their long-term vision in supporting the over-all client meeting process—the most frequent and expensive activity of an RIA.”

Zeplyn is a platform-agnostic solution that can be used across virtual and in-person meetings, as well as for dictations. It has multiple out-of-the-box integrations, including Salesforce, and wealth-specific CRMs such as Redtail, and Wealthbox, enabling it to plug into existing infrastructure and integrate with the advisor technology stack.

“We are delighted to be partnering with Era and Divam as they build Zeplyn. Zeplyn brings the Wealth Management industry into the age of AI, enabling better outcomes for advisors, RIAs, wealth management firms and ultimately, investors,” said Shwetank Verma, Co-Founder and Managing Partner, Leo Capital. “Zeplyn allows advisors to spend more time advising and elevating their client experience.”

“Zeplyn is bringing AI into a real-world context and having a real-world impact,” said Nilanjana Bhowmik, Converge Co-Founder and General Partner. “Unstructured data has long presented problems for the heavily regulated financial world, providing limited or time-consuming insights and posing potential compliance issues. But with Zeplyn, financial advisors can quickly extract accurate information while staying in compliance.”

About Zeplyn
Built by former Google engineers, Zeplyn is an AI platform purpose-built for wealth management firms to streamline advisor workflows, cutting down manual work by more than 90%. Zeplyn is rebuilding wealth management from an AI-native perspective, automating time-consuming admin tasks and creating space for foundational work and relationship-building.

Co-Founders Divam Jain and Era Jain met at Google, where they spent a decade building AI before leaving to start Zeplyn. Passionate about the potential of AI to transform workflows and empower professionals, Era and Divam realized that AI could benefit the relationship-driven and largely still manual Wealth Management industry.

Zeplyn’s flagship product, Zeplyn Meeting Assistant, streamlines the time-consuming admin tasks of meeting preparation, note-taking, client follow-ups, managing tasks/workflows, and updating CRMs. With Zeplyn, advisors save 10-12 hours per week and invest time where they earn the highest return: building client relationships.

View original content:https://www.prnewswire.com/news-releases/zeplyn-raises-3m-seed-funding-for-ai-assistant-to-streamline-wealth-management-workflows-and-improve-client-experience-302303666.html

SOURCE Deep Insights Ai Inc

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Reliance Digital Brings Samsung’s Latest Galaxy Z Fold8 Series and Galaxy Z Flip8 to Stores Across India

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July 25, 2026

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Be among the first to own the new Samsung Galaxy Z Fold8 series and Galaxy Z Flip8. Customers can now pre-order the latest Galaxy foldables at Reliance Digital, with EMIs starting at ₹6000/month.

MUMBAI, India, July 25, 2026 /PRNewswire/ — Reliance Digital, India’s leading consumer electronics retailer, today announced the availability of Samsung’s latest generation of foldable smartphones – the Galaxy Z Fold8 Ultra, Galaxy Z Fold8 and Galaxy Z Flip8. Designed to deliver the next evolution of Galaxy AI, powerful performance and iconic foldable innovation, Samsung’s newest line-up is now available across Reliance Digital stores and online.

Built around Samsung’s vision of making AI more intuitive and personal, the new Galaxy foldables combine immersive displays, premium craftsmanship and intelligent experiences that seamlessly adapt to the way users work, create and stay connected.

Leading the line-up is the Galaxy Z Fold8 Ultra, Samsung’s most premium foldable yet. Featuring an expansive 8-inch Dynamic AMOLED 2X main display, a flagship 200MP camera, the latest Snapdragon® 8 Elite Gen 5 for Galaxy processor and a 5,000mAh battery, the device is engineered for users who demand the ultimate in productivity, creativity and entertainment. It is available in Graphite, Cream and Violet Shadow,.

The Galaxy Z Fold8 brings Samsung’s signature foldable experience in a more compact form factor, featuring a 7.6-inch Dynamic AMOLED 2X main display, a redesigned wider cover screen, Galaxy AI-powered multitasking and flagship-grade performance. Customers can choose from Lavender, Graphite and Cream colour options.

Completing the line-up is the Galaxy Z Flip8, Samsung’s most stylish foldable smartphone, designed for users who want flagship performance in a compact, pocket-friendly form. Equipped with a vibrant 6.9-inch Dynamic AMOLED 2X display, an enhanced FlexWindow, a 50MP camera system and Galaxy AI experiences, the Flip8 effortlessly blends fashion with functionality.

Customers can visit their nearest Reliance Digital store to experience the new foldables first-hand with guidance from Reliance Digital’s Tech Dosts, compare models, explore exclusive launch offers and Pre-order the Galaxy device that best fits their lifestyle. The complete Galaxy Z Fold8 series and Galaxy Z Flip8 are also available through Reliance Digital’s online platform, ensuring customers can be among the first to own Samsung’s latest foldable innovations.

View original content to download multimedia:https://www.prnewswire.com/in/news-releases/reliance-digital-brings-samsungs-latest-galaxy-z-fold8-series-and-galaxy-z-flip8-to-stores-across-india-302834321.html

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Weichai’s Five Tech Routes Global Debut: Diverse Paths to a Green, Smart Future

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July 25, 2026

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HANOI, Vietnam, July 25, 2026 /PRNewswire/ — At VEC in Vietnam on July 21, the Shandong Heavy Industry global partners conference & green intelligent products expo opened. Responding to the green transition of global commercial vehicles and heavy equipment, Weichai – with decades of expertise – unveiled five core tech routes: BEV, HEV, PEMFC, alternative-fuel ICE, and ADAS. Through full-chain proprietary control and breakthroughs, it provides efficient, low-carbon, intelligent power solutions to the global market.

Battery electric vehicle powertrain: full-chain deployment and high-efficiency recharging: Weichai masters core battery, motor, and e‑control technologies. Its CT100 battery – for heavy tractors and dump trucks – features integrated design and triple insulation, delivering better reliability, efficiency, safety, and speed. The WMS3200 drive system, tailored for heavy‑truck haulage, boosts efficiency and cuts vehicle power consumption. The WMC‑L/H/B integrated controllers offer stable, efficient control for light trucks, heavy trucks, and buses.

Hybrid electric vehicle powertrain: deep integration and ultra-long range: Weichai covers series, parallel, and series-parallel architectures, deeply integrating engine and e-drive. For urban logistics, the WP2.5T range extender offers quick response and low noise; for long-haul transport, the WP3NNG natural-gas range extender uses a “pure electric for short hauls, range-extended for long hauls” mode, with over 1,000 km combined range, easing range anxiety.

Proton exchange membrane fuel cell: zero-carbon leadership: Weichai has built a full-chain hydrogen energy system covering components, stacks, and systems. The WEF300 fuel cell engine has been deployed in volume in 49-ton heavy-duty trucks, suitable for long-haul and port logistics. The WEFG500 power generation system provides megawatt-class scalable power to support data centers and industrial plants.

Alternative fuel internal combustion engine: diverse clean-energy options and exceptional cost-effectiveness: Modular design enables flexible switching between H₂ and methanol. WP15DI hydrogen ICE peaks at 46.8% thermal efficiency; WP17T methanol ICE targets heavy‑equipment energy use, cuts operating costs, and is mass‑deployed in 130‑ton mining trucks.

Intelligent driving assistance system: vehicle-road-cloud collaboration: Weichai built a vehicle‑road‑cloud full‑stack architecture, with mining autonomous solution for cm‑level docking & obstacle avoidance, and trunk‑line ADAS with intelligent cruise & auto lane‑change, boosting high‑speed safety and economy.

Going forward, Weichai will keep iterating these five tech routes with global partners to advance sustainable manufacturing.

View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/weichais-five-tech-routes-global-debut-diverse-paths-to-a-green-smart-future-302834548.html

SOURCE Weichai Group

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Portland General Electric declares dividend

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3 hours ago

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July 25, 2026

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PORTLAND, Ore., July 24, 2026 /PRNewswire/ — The board of directors of Portland General Electric Company (NYSE: POR) declared a quarterly common stock dividend of $0.55125 per share.

The company’s dividend is evaluated based on capital requirements and financial performance. PGE targets a dividend payout ratio of 60 to 70% over the long term.

The quarterly dividend is payable on or before October 15, 2026, to shareholders of record at the close of business on September 25, 2026.

About Portland General Electric Company
Portland General Electric (NYSE: POR) is an integrated energy company that generates, transmits and distributes electricity to nearly 960,000 customers serving an area of approximately 2 million Oregonians. Since 1889, Portland General Electric (PGE) has been powering economies, delivering safe, affordable and reliable electricity while working to transform energy systems to meet evolving customer needs. PGE continues to make progress towards emissions reduction targets, and customers have set the standard for prioritizing clean energy with the No. 1 voluntary renewable energy program in the country. PGE is ranked a top ten utility in the 2025 Forrester U.S. Customer Experience Index. In 2025, PGE employees and retirees volunteered over 18,300 hours to more than 400 nonprofits organizations. Through the PGE Foundation, along with corporate contributions and the employee matching gift program, more than $5 million was directed to charitable organizations supporting economic growth and community resilience across our service area. For information: portlandgeneral.com/news.

Safe Harbor Statement

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions about the future, involve risks and uncertainties, and are not guarantees. Future results may differ materially from those expressed or implied in any forward-looking statement. These forward-looking statements represent our estimates and assumptions only as of the date of this press release. We assume no obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise.

Forward-looking statements include statements, other than statements of historical or current fact, regarding the Company’s amount and timing of dividends payable as well as other statements containing words such as “committed to,” “targets,” or similar expressions.

There can be no assurance that future dividends will be declared. The declaration of future dividends is subject to approval of our board of directors and various risks and uncertainties, including, but not limited to: our cash flow and cash needs; the timing or amount of dividends paid; the timing or outcome of various legal and regulatory actions; changes in the Company’s business strategy; increases in capital expenditures; changes in capital and credit market conditions, including volatility of equity markets as well as changes in PGE’s credit ratings and outlook on such credit ratings restrictions on the payment of dividends under existing or future financing arrangements; changes in tax laws relating to corporate dividends; deterioration in our financial condition or results, and those risks, uncertainties, and other factors identified from time-to-time in our filings with the United States Securities and Exchange Commission (SEC), including our annual report on Form 10-K for the year ended December 31, 2025 and subsequent quarterly reports on Form 10-Q. These reports are available through the EDGAR system free-of-charge on the SEC’s website, www.sec.gov and on the Company’s website, investors.portlandgeneral.com. Investors should not rely unduly on any forward-looking statements. The Company assumes no obligation to update or revise any forward-looking statement as a result of new information, future events or other factors.

Media Contact:
Drew Hanson
Corporate Communications
Phone: 503-464-2067

Investor Contact:
Erin Schwartz
Investor Relations
Phone: 503-464-7751

View original content:https://www.prnewswire.com/news-releases/portland-general-electric-declares-dividend-302834503.html

SOURCE Portland General Company

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