Zocks | AI for Advisors

📍 San Francisco, United States🗓 Founded 2022👥 160 employees💰 Last funded Jan 2026
Software Development🌐 zocks.io
Website LinkedIn
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
2
Total investors
1
Early stage
1
Mid stage
0
Late stage
2022
Founded

Investors

2 investors
All
Early stage
Mid stage
Late stage
Investor geography2 countries
United Kingdom
1
United States
1
Frequently asked questions
Who invested in Zocks | AI for Advisors?
Zocks | AI for Advisors has 2 investors on record on gritt.io, including 1 early-stage backers, 1 mid-stage.
When did Zocks | AI for Advisors last raise funding?
The most recent investment in Zocks | AI for Advisors recorded on gritt.io was in January 2026.
When was Zocks | AI for Advisors founded?
Zocks | AI for Advisors was founded in 2022.
What industry is Zocks | AI for Advisors in?
Zocks | AI for Advisors operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Zocks | AI for Advisors based?
Zocks | AI for Advisors is headquartered in San Francisco, United States.