Zephyr is a division of Informa PLC. Informa acquired several financial technologies over a period of years and invested money and resources to develop a comprehensive software solution for wealth advisors. It has earned several accolades from industry peers including being named the 2024 Best Analytics Platform by the FinTech Breakthrough Awards. Zephyr has a dedicated client success team based in Nashville that works with clients. They are available via phone and email. The company continues to update and enhance its Zephyr platform to meet the needs of today's clients and prepare for the future of the investment management industry.

PSN, a leading database of separately managed account data and intelligence is also part of the Zephyr company. Nine of the top 10 plan sponsors use PSN to research and identify fund strategies that meet their unique clients’ needs.

Contact Name

Dominic Casey
Director of Sales and Account Management



605 3rd Ave
New York, NY 10158
United States