Veteran wealth management technology executive will provide insight and guidance on product strategy, expanding market presence, and fostering strategic partnerships with leading financial institutions
NEW YORK, Feb. 13, 2025 /PRNewswire/ — Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill Lynch, has joined the company’s board.
“We are incredibly excited to welcome Kabir to Zeplyn,” said Era Jain, co-founder and CEO of Zeplyn. “His leadership in fintech innovation and deep expertise in digital wealth management will help accelerate our mission to reimagine the financial advisor experience top to bottom, from an AI-native perspective.”
With a distinguished 20-year career in wealth management technology, Sethi has played an instrumental role in shaping the digital transformation of the financial services industry. In his role at LPL Financial, he led the evolution of the firm’s digital and wealth management platforms. At Merrill Lynch, Sethi spearheaded the firm’s digital wealth management strategy, driving the development of a new and leading advisor platform experience and innovations in advisor-client collaboration. Prior to that, he led the development of digital products, user experience, and portfolio management solutions that empowered financial advisors and their clients.
“Technology continues to redefine the wealth management landscape, and AI is at the forefront of this transformation,” said Sethi. “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.”
On the heels of this announcement, Sethi will join Zeplyn at T3 Technology Conference in Dallas, TX. During a panel discussion scheduled to take place March 6, 2025 at 2:20 pm CST, he will share strategic AI insights that are making real, scalable impact at forward-looking wealth management firms. Sethi will also provide guidance for CTOs looking to use AI as a way to drive innovation, enhance client experiences, improve operational efficiency, and unlock new growth opportunities.
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. To learn more, visit www.zeplyn.ai.
SOURCE Zeplyn
