Zephyr Associates, Inc.

Zephyr, a subsidiary of Informa PLC, is a leading provider of financial services software designed for investment professionals. The company's core mission is to empower wealth managers, financial advisors, asset managers, and trust professionals with the tools and insights needed to deliver superior client service and make informed investment decisions. While its historical headquarters were in Zephyr Cove, NV, with additional offices in New York, NY, and London, UK, Zephyr now operates as a key part of Informa Connect, a division of the global Informa PLC group, which is headquartered in London, England.

Zephyr offers a comprehensive suite of award-winning asset and wealth management software solutions. Key products and services include portfolio construction, advanced analytics, asset allocation modeling, manager screening, risk analysis, and portfolio performance measurement. The platform also provides tools for proposal generation, custom reporting, ESG analysis, and integrates with CRM systems like Salesforce Financial Services Cloud. Its offerings cater to a broad market segment of investment professionals seeking to optimize portfolios, evaluate performance, and enhance client engagement.

In recent news, Zephyr was recognized as "Retail Investment Platform of the Year" in the 2026 FinTech Breakthrough Awards. The company has also engaged in strategic partnerships, including an integration with ByAllAccounts in April 2026 to expand custodial data aggregation for advisors, and a collaboration with Aapryl in January 2026 to provide cutting-edge insights into investment skill analysis. Chris Volpe leads Informa's Zephyr business, which consistently releases market outlooks, such as the PSN Outlook for 2026, focusing on opportunities in Separately Managed Accounts (SMAs).