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.

About Intro BaseAbout Intro Top

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.

$19.5M
Total funding
1000+
Financial advisors and firms
9+
Net Promoter Score
8+
Hours saved weekly

Powering smarter client relationships

Zocks helps financial advisors save time, strengthen client trust, and grow their business with confidence—all through smarter meeting experiences.

Two people in a video conference with live meeting analysis interface

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.

The AI platform trusted by thousands of financial advisors, firms, and leading broker-dealers

The minds behind the mission

Mark Gilbert

Mark Gilbert

CEO and Co-founder of Zocks

Akos Ratku

Ákos Ratku

CTO and Co-founder of Zocks

Award-winning innovation

Wealth Tech

Press & media inquiries

Access our approved logos, brand assets, and guidelines. For specific media inquiries, please reach out to our communications team.

Zocks brand guidelines document showcasing logo, color palette, and stock photography

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.