Z
zocks.io
AI platform for financial advisors that automates administrative tasks and provides client intelligence.
About
Zocks is a privacy-first AI platform designed for financial advisors and firms. It automates administrative tasks such as meeting preparation, note-taking, form filling, and client emails, saving advisors over 10 hours per week. The platform transforms client interactions into structured data, providing actionable insights to strengthen relationships and drive business growth.
Pricing
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Total Employees
132
Current headcount
Company Timeline
Funding rounds, employee growth, revenue, and exits over the same period. News mentions shown as markers.
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Score Breakdown
40Traction
59Team
60Visibility
8Profile
0Community
15Discussion (0)
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Frequently Asked Questions
What does zocks.io do?
Zocks is a privacy-first AI platform designed for financial advisors and firms. It automates administrative tasks such as meeting preparation, note-taking, form filling, and client emails, saving advisors over 10 hours per week. The platform transforms client interactions into structured data, providing actionable insights to strengthen relationships and drive business growth.
How much funding has zocks.io raised?
zocks.io has raised a total of $64M in funding. The most recent round on record is Series B.
Where is zocks.io headquartered?
zocks.io is headquartered in San Francisco, United States.
When was zocks.io founded?
zocks.io was founded in 2022.
What industry does zocks.io operate in?
zocks.io operates in AI Platform, Financial Services, WealthTech, Workflow Automation, Client Intelligence, Productivity Software.
How many employees does zocks.io have?
zocks.io has approximately 132 people on record.