zocks

About

Zocks is an enterprise-grade, privacy-first AI platform that transforms client interactions into structured, actionable intelligence for financial advisors and wealth management professionals. Founded in 2022 and headquartered in San Francisco, California, with offices in Budapest, Hungary, Zocks is a Hungarian-American B2B startup that has quickly become an essential tool for financial advisory firms across the United States. The platform automates time-consuming administrative tasks that typically consume advisors' days - meeting note-taking, intake and account opening forms, client email communications, document processing, CRM updates, and meeting preparation. By handling these routine tasks, Zocks enables financial advisors to save 10+ hours per week, allowing them to focus on what matters most: building stronger client relationships and providing expert financial guidance. The platform integrates seamlessly with leading CRM systems and financial planning tools like eMoney, Salesforce, and Wealthbox, turning every client conversation into structured, accurate data and insights that fuel business growth. Trusted by thousands of advisors and major firms including Carson Group, Osaic, Kestra Financial, Ameritas, and Commonwealth, Zocks has established itself as a leader in AI-powered client intelligence for the financial services industry. The company has raised $65 million in funding and continues to expand its product offerings, recently introducing Zocks MCP to connect client intelligence with general-purpose AI tools like Claude and ChatGPT.