Zocks is an AI platform built for financial advisors and wealth management professionals, founded in 2022 and headquartered in San Francisco with an engineering office in Budapest. The company has raised $65 million and counts thousands of advisors among its users, including major firms such as Carson Group, Osaic, Kestra Financial, Ameritas, and Commonwealth.
The platform automates routine administrative work - meeting note-taking, intake forms, client emails, document processing, and CRM updates - while converting client conversations into structured data and actionable insights. Zocks integrates with leading financial planning and CRM tools including eMoney, Salesforce, and Wealthbox. The company claims its platform saves advisors 10 or more hours per week.
Zocks has introduced MCP (Model Context Protocol) connectors to link client intelligence with general-purpose AI models such as Claude and ChatGPT. The platform is positioned as enterprise-grade and privacy-first, designed to handle sensitive financial information.
