Zocks

Overview

Zocks sells an assistant to financial advisers built around a specific architectural choice: it captures client conversations without making recordings, and turns what was said into structured data. From that data it produces meeting preparation and notes with speaker attribution, populates intake and account opening forms, drafts tailored client emails, processes documents, and fills financial planning, onboarding and proposal systems, with the company claiming an adviser can move from a client meeting to a proposed plan in under ten minutes. A later agentic layer works across an adviser's whole book rather than a single meeting, answering plain language questions about the client base such as which families hold no college savings arrangement or which clients are approaching a required minimum distribution age, then suggesting a next action the adviser completes in one click. Distribution runs through out of the box integrations, a programmatic interface and an interoperability protocol server that reaches client relationship, email, calendar and planning systems as well as the general purpose assistants an adviser already uses. Founded in 2022 and based in San Francisco, the company raised a forty five million dollar round in January 2026 taking total funding to sixty five million, states more than five thousand financial firms use the platform, and names several large advisory and insurance groups among its enterprise customers.

Details

Educational listing only. CrackTheDeck does not endorse this product or promise investment results.

Similar Tools

• Ammonite AI Portfolio & Wealth
• Arch Portfolio & Wealth
• ARTBnk Portfolio & Wealth
• Automwrite Portfolio & Wealth