SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and ...

Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC select Zocks for its advisor-centric platform, purpose-built to turn conversations into actionable data, automate workflows and for ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

SAN FRANCISCO, November 18, 2025--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial advisors, today announced a direct integration with RightCapital, a leading financial planning ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a partnership with Carson Group, a ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture ...

Two major wealth tech players are rolling out new tools aimed at helping RIAs and wealth management firms accelerate client acquisition and improve service delivery. At the Future Proof Festival in ...

Zocks, an AI-powered notetaker and automated assistant platform for advisors, has hired Matt Halloran, co-founder and former chief relationship officer at ProudMouth, as chief evangelist. Halloran ...

When Mark Gilbert co-founded Zocks three and a half years ago, he saw a simple but transformative opportunity: help financial advisors reclaim time lost to administrative work. “We just started off ...

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation Zocks, a privacy-first AI platform for financial ...