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Zocks logo

Zocks

Crypto News NavigatorPaymentsCrypto News NavigatorSoftware
Technology Company
San Francisco, California, USA
Founded 2022
70

The AI Assistant for Financial Advisors.

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Zocks - AI Assistant for Financial Services

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, 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, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

About

Type
Technology Company
Location
San Francisco, California, USA
Region
North America
Area Served
Global
Founded
2022
Employees
70
Website
zocks.io

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns e.

Offices (6)

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More Info

Work Model Details
Employees work from physical offices.

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