About
Zocks is a privacy-first AI platform designed for financial advisors and firms. It automates administrative tasks such as meeting note-taking, form filling, and client emails, while also extracting valuable insights from client conversations to strengthen relationships and drive business growth. The platform integrates with existing CRM and wealth stack tools, ensuring compliance and security.
Pricing
View pricing page ↗Technology stack
detected 2026-06-16Est. monthly stack spend~$360/mo
CDN
Cloudflare
Email
Google Workspace
Stack
Webflow
Analytics
Google Tag Manager
Compliance
SOC 2
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Frequently asked
What does zocks do?
Zocks is a privacy-first AI platform designed for financial advisors and firms. It automates administrative tasks such as meeting note-taking, form filling, and client emails, while also extracting valuable insights from client conversations to strengthen relationships and drive business growth. The platform integrates with existing CRM and wealth stack tools, ensuring compliance and security.
How much funding has zocks raised?
zocks has raised a total of $129M in funding. The most recent round on record is Series B.
Where is zocks headquartered?
zocks is headquartered in San Francisco, United States.
When was zocks founded?
zocks was founded in 2022.
What industry does zocks operate in?
zocks operates in AI Assistant, Financial Services, Wealth Management, Fintech, Workflow Automation, Data Extraction.