Save 10+ hours a week with AI. Thousands of financial advisors & wealth managers use Zocks to automate note-taking, client emails, intake forms & more.

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Zocks offers out-of-the-box integrations and REST APIs for seamless connectivity with CRMs, email, calendars, and wealth tech. With real-time, two-way data flows, it keeps client records accurate and …

Jan 26, 2026 · Zocks, a builder of an AI assistant for financial advisers, has raised $45 million in a Series B funding co-led by Lightspeed Venture Partners and QED Investors, the startup told Crunchbase …

Jan 26, 2026 · Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes,...

Jan 27, 2026 · Zocks, a provider of AI tools for financial advisors, has secured $45m in its Series B funding round. The fundraise was jointly led by Lightspeed Venture Partners and QED Investors. …

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.

Join our courses to master Zocks, build essential skills, and earn certifications at your own pace. Check out our Help Center and learn more about getting started and using Zocks. Browse blogs, webinars, …

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Zocks integrates with your CRMs, email, calendar, meeting provider, and full wealth tech to boost financial advisor productivity.