Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

SAN FRANCISCO, April 02, 2026--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to ...

SAN FRANCISCO, December 02, 2025--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced the launch of Document Intelligence, a new capability that ...

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

SAN FRANCISCO--(BUSINESS WIRE)--Mark Gilbert, a former Twilio, Microsoft and Hearsay executive and product leader, and his co-founder Akos Ratku, a former engineering leader from Hearsay, today ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Today, Zocks, a startup looking to make working with complex information ...

Zocks has unveiled an update to address a pain point for advisors using general-purpose AI tools, while eMoney announces an improved branding feature for its client portal and Capitalize moves to ...

Zocks is an AI note-taking app for meeting prep, form filling, CRM updates, and action items. Zocks is an AI note-taking app and AI assistant meant to help financial advisors. While it is primarily ...