Zocks
Founded Year
2022Stage
Corporate Minority | AliveTotal Raised
$19.3MMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+279 points in the past 30 days
About Zocks
Zocks operates as a platform designed to assist financial advisors in the financial services industry. It automates tasks such as note-taking during meetings, drafting client emails, filling out forms, and updating client profiles, while integrating with existing customer relationship management (CRM) and wealth management tools. Zocks serves solo advisors, mid-size practices, and enterprises in the financial sector, providing tools that align with their workflows and compliance needs. It was founded in 2022 and is based in San Francisco, California.
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ESPs containing Zocks
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The financial advisor productivity tools market helps financial advisory practices streamline and automate administrative tasks through AI-driven solutions. These platforms provide advanced automation for financial advisors, including meeting note-taking, CRM updates, compliance monitoring, and client communication enhancement. Key features include voice-to-text transcription, automated meeting su…
Zocks named as Leader among 11 other companies, including Wealthbox, Nitrogen, and Jump.
Zocks's Products & Differentiators
Ultimate
Client AI for financial advisors and the financial services industry. Automatically captures data from client conversations, for follow ups, notes and to build client profiles. From a client meeting, email or phone call the system can automatically fill out forms (fact finders, new accounts, etc...) and reply to email for advisors and their teams. This helps accelerate client follow up and save them time.
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Research containing Zocks
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Zocks in 3 CB Insights research briefs, most recently on Oct 23, 2025.
Oct 23, 2025 report
Fintech 100: The most promising fintech startups of 2025
Oct 23, 2025 report
Book of Scouting Reports: 2025’s Fintech 100
Expert Collections containing Zocks
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Zocks is included in 3 Expert Collections, including Fintech.
Fintech
9,809 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Wealth Tech
2,489 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
100 items
Latest Zocks News
Oct 15, 2025
SAN FRANCISCO & OVERLAND PARK, Kan.--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership. The collaboration gives CreativeOne-affiliated advisors access to a proprietary suite of AI-driven tools designed to optimize practice management, improve communication, and uncover new business opportunities. These capabilities are aligned with Cre
Zocks Frequently Asked Questions (FAQ)
When was Zocks founded?
Zocks was founded in 2022.
Where is Zocks's headquarters?
Zocks's headquarters is located at 548 Market Street, San Francisco.
What is Zocks's latest funding round?
Zocks's latest funding round is Corporate Minority.
How much did Zocks raise?
Zocks raised a total of $19.3M.
Who are the investors of Zocks?
Investors of Zocks include CreativeOne, Lightspeed Venture Partners, 14Peaks Capital, Entree Capital, Motive Ventures and 10 more.
Who are Zocks's competitors?
Competitors of Zocks include Jump and 1 more.
What products does Zocks offer?
Zocks's products include Ultimate.
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Compare Zocks to Competitors
CogniCor is a company that provides AI-driven solutions for the financial advisory sector, with a focus on wealth management and service outcomes. The company offers a Generative AI Advisor Copilot platform that assists Registered Investment Advisors (RIAs) and Broker-Dealers with tasks such as client meeting management and custodian alert handling. CogniCor's solutions are aimed at the financial services industry, including banks and insurance companies. It was founded in 2018 and is based in Dover, Delaware.
Bernini Labs operates as a technology company. It focuses on and develops a vertical software as a service (SaaS) product. The company's main offering is a specialized software-as-a-service solution designed for a specific industry or business need. It is based in Atlanta, Georgia.
Rocket.Chat is a communications platform that specializes in secure and customizable collaboration for various industries. The company offers real-time chat, video conferencing, and file sharing to facilitate team collaboration, customer communication, and cross-organizational connectivity. Rocket.Chat provides deployment options for cloud hosting or on-premises infrastructure, ensuring end-to-end encryption and compliance with strict data regulations. It was founded in 2015 and is based in Wilmington, Delaware.
join.me provides a web-based collaboration tool for the team. The platform allows users to join online meetings, webinars, and video conferences with just a single click. The company was founded in 2010 and is based in Boston, Massachusetts.
Whereby provides real-time video calling services for web and app developers within the technology sector. The company has an API and SDK that allow the integration of video calling features into various platforms, including telehealth and digital mental health services. It was founded in 2004 and is based in Maloy, Norway. Whereby operates as a subsidiary of VideoNor.
Dialpad provides customer communication solutions across various business sectors. Its offerings include a platform that integrates voice, video, and messaging services, as well as cloud-based support and sales outreach solutions, with artificial intelligence features for insights and coaching. Dialpad serves sectors such as retail, insurance, technology, professional services, healthcare, real estate, legal, recruiting, education, and automotive. Dialpad was formerly known as Firespotter Labs. It was founded in 2011 and is based in San Ramon, California.
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