Zocks
San Francisco
About Zocks
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $1K – $10K
- Total funding: $19.3M
- Funding stage: Early Stage Venture
- Last round: Series A (Mar 2025)
- Website: zocks.io
Industries & Categories
Artificial Intelligence (AI), Enterprise Software, Financial Services, Software
Social Profiles
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