Zocks
Financial Software · California, United States · 51-200 Employees
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Overview
Headquarters
548 Market St Pmb 69528, San Francisco, ...Website
www.zocks.ioRevenue
$25.2 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Zocks
Zocks is a privacy first AI assistant for financial advisors and wealth firms, turning client conversations into structured insight and automating meeting prep, notes, forms and email so teams save time, stay compliant and deepen client relationships at scale.Explore more
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Company Profile Activity
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Zocks financials insights
Gather financial insights about Zocks, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2024
Angel/Seed
$5.5M
2025
Series A
$13.8M
2026
Series B
$45M
Zocks Tech Stack
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Zocks News & Media
Zocks Raises $45 Million in Series B | The SaaS News
Zocks Raises $45 Million in Series BZocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. The partnership enhances Zocks’ ability to automate key client workflows and accelerate the path from conversation to advice. “Client onboarding and data gathering have always been friction points for advisors,” said Mark GZocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney’s financial planning solutions, aimed squarely at eliminating manual data entry andZocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
WALTHAM, Mass. & SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnering to implement Zocks’ technology across Commonwealth’s advisor network. The collaboration reflects Commonwealth’s focus on scaling advisor efficiency in a w
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Zocks is a privacy first AI assistant for financial advisors and wealth firms, turning client conversations into structured insight and automating meeting prep, notes, forms and email so teams save time, stay compliant and deepen client relationships at scale.... Read More
