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Zocks

Zocks

The AI Assistant for financial advisors

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Industry
Software Development
Company size
183 people
Headquarters
San Francisco, CA +3 more
Founded
2022
Type
Privately Held
Total funding
$64.3M

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

Information Technology Software Enterprise Software Web Development Financial Services Artificial Intelligence (AI)
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