Zocks
Highly Engaged Employees
Highly Engaged EmployeesFinancial 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
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
Zocks Org Chart
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Zocks Tech Stack
A closer look at the technologies used by Zocks
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Frequently Asked Questions Regarding Zocks
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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
