Zocks offers an AI assistant that converts advisor–client conversations into structured data, automating tasks such as meeting preparation, notes, account-opening forms, tailored emails and document processing. The system integrates bi-directionally with CRMs, financial-planning tools, tax software and portfolio-management platforms, enabling end-to-end workflow automation across an advisor’s tech stack. More than 5,000 financial firms, including enterprise customers like Ameritas, Carson Group, Kestra Financial and Osaic, already rely on the product, with users reporting time savings of over 10 hours per week. With its latest funding, the company plans to deepen “agentic” AI that not only handles administrative work but also surfaces revenue-generating insights, suggesting next-best actions based on aggregated data. Additional capital will be directed toward expanded integrations, security and compliance features to support enterprise roll-outs. To date, Zocks has raised $65 million across multiple rounds, positioning it to evolve from an efficiency tool into a growth engine for the advisory industry.

Total raised

$64M

Funding rounds

3

Latest round

Series B

Latest activity

Jan 2026