Zocks is a privacy-first AI platform for financial advisors and firms. It automates meeting notes, forms, client intake, account-opening workflows, and tailored client emails while turning client conversations into structured data and insights.
Products & media
An AI assistant that turns financial-advisor conversations, emails, and documents into meeting notes, client records, follow-ups, and automated administrative workflows.
A connector that gives compatible AI tools permission-controlled access to structured client histories, meeting summaries, and planning signals from Zocks.
A usage-based add-on that searches connected client data and conversations to identify planning gaps, growth opportunities, and clients needing follow-up.
A public API and webhook interface for building custom integrations between Zocks client intelligence and proprietary firm systems.
Cosigns
“From day one, we’ve believed in Zocks’ vision to revolutionize financial advisory workflows with AI-driven intelligence,”
Jobs
See all jobs for Zocks here.
Funding
All fundraising announcements are based on public sources. Please contact Cosign if you believe there are any discrepancies, or claim the profile to edit.
Leads
Participating Firms
Angels
