Zocks | Ai For Advisors company information, Employees & Contact Information

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors Business Wire

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction Yahoo Finance

Zocks, Broadridge take on advisor growth challenge with updates InvestmentNews

WealthStack Roundup: Orion, Zocks Synch up wealthmanagement.com

Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning Business Wire

AI tools Jump and Zocks gain funding and advisor fans financial-planning.com

Zocks raises $13.8m for AI-driven financial advisor client intelligence Finextra Research

Exclusive: $13.8 million for wealth management AI assistant Axios

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors Business Wire

Advisor AI Platform Zocks Integrates Holistiplan Tax Data ThinkAdvisor

InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC InvestmentNews

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations Business Wire

Fintech bytes: Zocks inks new tie-up, Fireflies enters the scene InvestmentNews

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows Business Wire

Fintech bytes: Zocks lands Commonwealth partnership, Visory powers cybersecurity for Modern Wealth InvestmentNews

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement Business Wire

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity Business Wire

Former Twilio Exec Launches Zocks, an AI-Powered Platform that Captures Industry Specific Insights from Client Conversations Business Wire

Carson Group taps Zocks for AI-powered client insights InvestmentNews

Wealthtech firm Osaic integrates Jump and Zocks AI platforms Private Banker International

Commonwealth Financial Network Offers AI Notetaker Zocks to Advisors wealthmanagement.com

AI advisory tech provider Zocks raises $13.8m in Series A funding Private Banker International

Nitrogen, Jump, and Zocks double down on integrations as RIAs push for smarter tech stacks InvestmentNews

Choosing an AI Note Taker for Financial Advisors SmartAsset.com

Zocks: Interview With Co-Founder & CEO Mark Gilbert About The AI Platform For Financial Advisors Pulse 2.0

Zocks CEO talks capital raise as AI notetaker race heats up Citywire

Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors Pulse 2.0

Jump, Zeplyn, and Zocks Now Integrated with AdvisorEngine wealthmanagement.com

WealthTech firm Zocks bags $13.8m to expand AI-powered advisory solutions FinTech Global

Tech roundup: Notetaking AI launches new features, to add Canadian data centre Investment Executive

Zocks Used the Dream Experience Method to Secure a $13.8 Million Funding Boost AIM Media House

10 Biggest Funding Rounds in Hungary (H1 2025): Zocks Leading the Top The Recursive

Kikai Sentai Zenkaiger Zocks Goldtsuiker h.NAOTO Cosplay Outfit Collection Revealed The Tokusatsu Network