Zocks | Ai For Advisors

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

The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.

Company Details

Employees
69
Founded
-
Address
San Francisco, Ca, Us
Industry
Software Development
NAICS
Software Publishers
Keywords
New York.
HQ
San Francisco, CA
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News

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

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 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

Zocks, Broadridge take on advisor growth challenge with updates InvestmentNews

WealthStack Roundup: Orion, Zocks Synch up - wealthmanagement.com

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

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

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

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

Exclusive: $13.8 million for wealth management AI assistant - Axios

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

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

Advisor AI Platform Zocks Integrates Holistiplan Tax Data ThinkAdvisor

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

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

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

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

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

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

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

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

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

Carson Group taps Zocks for AI-powered client insights InvestmentNews

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

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

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

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

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

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

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: 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 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

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

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

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

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

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

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

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

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

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