SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...

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 ...

Zocks, the privacy-first AI assistant for financial advisors, today announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is ...

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 ...

RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform with $7.3 billion in assets, has made a strategic investment in Zocks Communications, the AI assistant, notetaker and meeting ...

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 ...

Zocks, the AI notetaking and meeting prep provider, has taken a key step forward in its agentic AI ambitions. On Tuesday, the San Francisco-based wealth tech startup unveiled an agentic AI feature ...

Hightower selects Zocks to equip its wealth managers with AI-powered automation and deeper client intelligence Zocks, the privacy-first AI assistant for financial services, and Hightower, a national ...

Advisors can build or update financial plans in seconds with AI automation Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...