Zocks
AI platform for financial advisors
CORE INFO
Zocks is a privacy-first AI platform that enhances the efficiency of financial advisors by automating client interaction tasks, such as note-taking and email drafting, while integrating with existing CRM systems. It serves financial advisory firms looking to streamline operations and maintain client relationships.
- Zocks raised $45 million in a Series B funding round in January 2026, co-led by Lightspeed Venture Partners and QED Investors.zocks.io
- The platform is used by over 1,000 financial advisory firms, including notable clients like Carson Group and Osaic.zocks.io
- Wealth Management reported on Zocks' $45 million Series B funding, highlighting its focus on expanding AI capabilities for financial advisors.wealthmanagement.com
WHY WE WOULD WORK AT ZOCKS
Innovative AI Solutions
Join a team pioneering a privacy-first AI platform that automates client interactions for over 1,000 financial advisory firms, including industry leaders like Carson Group and Osaic.
Rapid Growth Opportunities
Be part of a fast-growing startup that has achieved 8x year-over-year revenue growth and raised $65 million in funding, positioning itself as a leader in the financial advisory sector.
Empower Client Relationships
Contribute to a mission that enhances the personal touch in client relationships while leveraging AI to streamline operations for financial advisors.
Privacy and Security Focus
Work in an environment that prioritizes privacy, security, and compliance, ensuring that financial advisors can trust the technology they use.
Recognized Industry Leader
Join a company recognized as the '#1 customer-rated AI assistant for financial advisors' on G2, reflecting the impact and quality of Zocks' solutions.
Collaborative Culture
Experience a dynamic team culture that values innovation and collaboration, driving the development of cutting-edge AI tools tailored for financial advisory firms.
MARKET AND TRACTION
GROWTH TACTICS
✦ KEY METRICNOTABLE CUSTOMERS
✦ KEY METRICKEY METRICS
✦ KEY METRICCOMPETITIVE ADVANTAGE
MARKET POSITION
PRODUCT AND TECH
AI Assistant
Zocks offers an AI assistant that automates various client interaction tasks, including note-taking, meeting preparation, and email drafting, enhancing the efficiency of financial advisors.
Document Intelligence
The platform includes document intelligence capabilities that streamline form filling and data management, allowing financial advisors to focus more on client relationships and less on administrative tasks.
CRM Integration
Zocks integrates seamlessly with existing CRM systems and tools used by financial advisors, ensuring a smooth transition and enhancing the overall user experience.
Privacy-First Approach
Zocks emphasizes a privacy-first approach in its AI solutions, ensuring that client data is handled securely and in compliance with industry regulations.
B2B Subscription Model
Operating on a B2B subscription model, Zocks provides tailored AI solutions specifically designed for financial advisory firms, allowing for scalable and flexible service offerings.