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Learn more about Zocks, the AI platform made for Financial Advisors
Zocks empowers advisory firms with data-driven insights while maintaining the personal touch essential to client relationships.
Enterprise-grade, privacy-first AI platform
Founded in 2022, Zocks is an enterprise-grade, privacy-first AI platform that transforms client interactions into structured, actionable intelligence for financial advisors and firms. Built with compliance, security, and scalability at its core, Zocks automates everything from meeting prep and note capture to email follow-ups and CRM updates—without recordings.
Powering smarter client relationships
Zocks helps financial advisors save time, strengthen client trust, and grow their business with confidence—all through smarter meeting experiences.
Trusted by industry leaders
Backed by top investors like Lightspeed and GFC, and trusted by firms including Carson Group and Osaic—Zocks is built for advisors who lead.
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The AI platform trusted by thousands of financial advisors, firms, and leading broker-dealers
The minds behind the mission
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Mark Gilbert
CEO and Co-founder of Zocks
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Ákos Ratku
CTO and Co-founder of Zocks
Award-winning innovation
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Latest press releases
Stay up-to-date with our latest announcements, and partnership
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Press & media inquiries
Access our approved logos, brand assets, and guidelines. For specific media inquiries, please reach out to our communications team.
Join our team!
At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. Apply today to be part of our team, and let’s shape the future of AI for financial advisors together!
Get started for free in less than 10 minutes
You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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