Meet Zocks, the #1 AI Assistant for financial advisors

Zocks turns every client conversation into completed work and book-wide intelligence, so advisors get time back, know every client better, and accelerate organic growth.

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Enterprise-grade, privacy-first AI platform

Founded in 2022, Zocks is the privacy-first, agentic AI platform for financial advisors and firms. It automates the work around every client conversation—from meeting prep and notes to follow-ups, financial plans, onboarding, and more—all without recording.

By turning conversations, emails, and documents into structured data across a firm’s technology stack, Zocks helps advisors deliver proactive, personalized service at scale.

Total funding

5000

Firms rely on Zocks

Net Promoter Score

Hours saved weekly

Helping advisors save time and accelerate organic growth

Zocks turns every client conversation into completed work and book-wide intelligence, helping advisors serve every client well and uncover opportunities across their book.

Meet Zocks, the #1 AI Assistant for financial advisors

Enterprise-grade, privacy-first AI platform

Helping advisors save time and accelerate organic growth

Trusted by leading financial firms

The minds behind the mission

Mark Gilbert

Ákos Ratku

Industry-leading innovation

Latest press releases

Zocks Launches Advisor Intelligence Plugin with Seven Skills for Claude

Zocks Brings Client Conversation Context to New Claude for Financial Advisors

Archive Intel Partners With Zocks to Streamline AI Compliance Reviews

Harbourfront Wealth Advances Advisor Technology Support with Zocks AI Assistant Platform

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

VestGen Wealth Partners Expands Relationship with Zocks to Enhance Organic Growth Enablement Platform

Zocks Launches AI Scheduling Built for the Advisor’s Entire Meeting Workflow

Zocks Launches Client Queries for Advisors and Firms

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan

Zocks and Hightower Form Exclusive AI Partnership

RFG Advisory Appoints Mark Gilbert and Jim Patrick to Board, Makes Strategic Investment in Zocks

New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors

Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals

Zocks Launches AI Assistant for Life Insurance to Help Producers Get Policies Issued Faster

Zocks and Wealth.com Launch AI Integration to Streamline Estate Planning

Zocks Raises $45M Series B to Accelerate AI-Powered Automation for Financial Advisors

Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors

Zocks and eMoney Announce Enhanced Integration Featuring AI-Powered Document Intelligence

Zocks and RightCapital Announce AI-Powered Integration to Accelerate Time to Advice

Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

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

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

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