In the most recent 2025 Kitces Research on Advisor Technology, the top two advisor-specific notetakers (Jump and Zocks) ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

Zocks raises $13.8m for AI-driven financial advisor client intelligence Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation Zocks, a privacy-first AI platform for financial ...

Artificial intelligence-powered note-taking tools are gaining traction in wealth management. Processing Content Jump and Zocks, two rapidly growing startups, have both seen significant investment and ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a partnership with Carson Group, a ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Zocks, an AI-powered notetaker and automated assistant platform for advisors, has hired Matt Halloran, co-founder and former chief relationship officer at ProudMouth, as chief evangelist. Halloran ...

Zocks, providers of an artificial intelligence assistant for financial services, has expanded the Zocks platform to help advisors provide financial advice after client and prospect meetings by ...