zocks
AI assistant for meetings and communication.
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. Teams look it up for AI Assistant, Financial Services, Wealth Management.
Frequently asked
What does zocks do?
zocks is an AI Assistant company that offers Software. Teams look it up for Financial Services, Wealth Management, Fintech. It is based in San Francisco, United States and was founded in 2022. Public records show $129M in total funding. Compare it on funding, headcount, reviews and nearby alternatives rather than the marketing line alone.
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.
Strength of the site’s backlink profile, on Ahrefs’ 0-100 Domain Rating scale. Licensed third-party data, not our opinion.
How well an AI agent can read and use this site: structured data, clean markup, and whether key facts are reachable without running JavaScript. We scan the live site.
Google PageSpeed mobile performance for the company’s own site. Measured by Google, not by us.