Zocks | AI Assistant for Advisors

The #1 AI Assistant for financial advisors
Try it today:

[Zocks | AI Assistant for Advisors @zocksio]

Zocks is the meeting assistant made for financial advisors.

* Let AI capture financial details in client meetings
* Make client follow ups a breeze
* Get your meeting notes into your CRM & task managers automatically

Get started: https://t.co/xMCBT4Fv3O

[Zocks | AI Assistant for Advisors @zocksio]

🎉 We raised $45 million in a Series B round! 🎉

This brings our total funding to $65 million.

It's a pivotal moment. We're building AI to do admin work plus a whole lot more. We're a system of work AND insights that uncovers growth opportunities across an advisor's entire book and recommends what to do next. So advisors can build financial plans faster, onboard clients quicker, be even more personalized and engaged, and ultimately grow their practice.

We grew our customer base from 1,000 to 5,000+ firms in just one year and landed major enterprise deployments. Now we're going deeper to help advisors turn every client conversation into action, faster than ever before.

Thanks to our investors in this round (and those who joined again) Lightspeed Venture Partners, QED Investors, Illuminate Financial, Motive Partners, 14Peaks Capital, Expanse Venture Partners Entrée Capital for their trust and confidence as we scale.

And sincerest thanks to our customers, partners, and team for keeping us honest and pushing us forward every day.

Read more: https://t.co/VF9Tjt9OaQ

[Zocks | AI Assistant for Advisors @zocksio]

We are absolutely thrilled to welcome @MattHalloran_ to Zocks as our new Chief Evangelist!

You're probably already connected to Matt. (And if you aren't, you're missing out on some inspiring conversations about growth, communication, and relationships!) He'll be leading our advisor education and engagement efforts, making AI more actionable for advisors and highlighting the human value they bring as AI tools evolve.

Stay tuned for videos, podcasts, road shows, and more; we've got big plans!

Get to know Matt here: https://t.co/FbyALEDJlF

[Zocks | AI Assistant for Advisors @zocksio]

Manual document review is the hidden bottleneck killing your onboarding speed.

Today we're announcing Zocks Document Intelligence — and we're excited to partner with @eMoneyAdvisor as our first planning platform integration.

Upload a brokerage statement, estate plan, or intake form. Zocks reads it, extracts the data, and saves directly to eMoney in under 60 seconds.

No more hours copying numbers from PDFs. No more prospects going cold while you chase down more info.

Onboard clients faster. Deliver advice sooner.

Learn more: https://t.co/Bt5Yt6K8k9

[Zocks | AI Assistant for Advisors @zocksio]

We've launched an integration with @RightCapitalHQ!

Zocks can now automatically capture details from your client or prospect meetings and sync 200+ fields to RightCapital.

Turn client conversations into financial plans faster than before. No time wasted on data entry and forms. No prospects cooling off while you gather information.

Learn more about how it works: https://t.co/Q6msCLCpoA

[Zocks | AI Assistant for Advisors @zocksio]

Zocks has been named to @CBinsights’ 2025 Top Fintech list!

This year’s Fintech 100 highlights the companies poised to lead the next wave of transformation, selected from over 15,000 companies based on industry partnerships, investor strength, hiring momentum, and CB Insights’ predictive scores for success and commercial traction.

Being included among such incredible innovators is an honor and a testament to our team’s hard work and our community’s belief in what we’re building.

Here’s to leveling up, together.

#Fintech #Startups #Zocks

[Zocks | AI Assistant for Advisors @zocksio]

🎥 Zocks on air today at @Nasdaq in New York!

Our CEO Mark Gilbert was live on Nasdaq Trade Talks with host Jill Malandrino and Julien Bonnay, Head of Technology and Cybersecurity at Capco, to talk about privacy and data protection requirements in wealth management.

Mark: "𝘍𝘰𝘳 𝘮𝘰𝘴𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴, 𝘵𝘩𝘦 𝘵𝘳𝘶𝘴𝘵 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘤𝘭𝘪𝘦𝘯𝘵 𝘪𝘴 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘤𝘳𝘪𝘵𝘪𝘤𝘢𝘭 𝘱𝘪𝘦𝘤𝘦. 𝘈𝘯𝘥 𝘴𝘰 𝘦𝘷𝘦𝘯 𝘪𝘧 𝘵𝘩𝘦𝘺'𝘳𝘦 𝘯𝘰𝘵 𝘣𝘳𝘦𝘢𝘬𝘪𝘯𝘨 𝘢 𝘭𝘢𝘸, 𝘣𝘶𝘵 𝘵𝘩𝘦 𝘤𝘭𝘪𝘦𝘯𝘵 𝘭𝘰𝘴𝘦𝘴 𝘵𝘳𝘶𝘴𝘵 𝘰𝘳 𝘧𝘦𝘦𝘭𝘴 𝘭𝘪𝘬𝘦 𝘥𝘢𝘵𝘢 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦𝘺'𝘷𝘦 𝘨𝘪𝘷𝘦𝘯 𝘵𝘩𝘦𝘮 𝘪𝘴 𝘶𝘴𝘦𝘥 𝘪𝘯 𝘴𝘰𝘮𝘦 𝘸𝘢𝘺 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘸𝘰𝘶𝘭𝘥𝘯'𝘵 𝘦𝘹𝘱𝘦𝘤𝘵 𝘰𝘳 𝘸𝘢𝘯𝘵, 𝘵𝘩𝘢𝘵'𝘴 𝘢 𝘩𝘶𝘨𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮."

Watch the broadcast here: https://t.co/nihIL2yDP0

[Zocks | AI Assistant for Advisors @zocksio]

It's official: We're partnering with @GoCreativeOne!

The collaboration gives CreativeOne-affiliated advisors — who hold $10B total assets under their care across life insurance, annuities, wealth, and securities — access to Zocks and deliver personalized advice to more clients.

🗞️ Read the press announcement: https://t.co/I0C0ikjQXN

[Zocks | AI Assistant for Advisors @zocksio]

You asked, we delivered! Key Zocks product updates this past month:

- New and enhanced integrations w/ @Holistiplan, @AdvisorEngine, @RedtailCRM, and more
- New workflow features: New email flows in Zock’s Email Hub, form citation, branded PDF, meeting trimming, referral tracking
- Updates to subscription tiers

🔗 for full details: https://t.co/GUekmghHWQ

[Zocks | AI Assistant for Advisors @zocksio]

Zocks now integrates with @Holistiplan!

Advisors can turn every client interaction into a tax planning opportunity. How?

- Enhanced meeting prep that includes client-specific tax analysis and insights from Holistiplan
- Instant answers to a client's tax-related questions during live meetings and with Zocks' ""Ask Anything""
- Immediate client email replies with context from Holistiplan data

👉 Get all the details here: https://t.co/C4Q3Illomg

[Zocks | AI Assistant for Advisors @zocksio]

What a week! We had an unforgettable time at @FutureProof_HQ Festival in iconic Huntington Beach.

Huge thanks to everyone who joined us for Zocks on the Rocks 🍹

Couldn’t stop by? Or want a deeper dive into how Zocks transforms advisor productivity?

Check out our #FutureProof demo page 👉 https://t.co/JP7AE9SWfn

[Zocks | AI Assistant for Advisors @zocksio]

Did you miss Zocks on the Rocks yesterday? Don't make that same mistake twice. Come visit us at @FutureProof_HQ booth 216. Just look for the purple shirts!

[Zocks | AI Assistant for Advisors @zocksio]

Here in Huntington Beach? 🌴 Stop by and see us at @FutureProof_HQ booth 216 right near the Ocean Stage and at Zocks on the Rocks, every day from 3-6pm.

[Zocks | AI Assistant for Advisors @zocksio]

Big news from @FutureProofAC: Announcing our next-generation platform

Advisors can now go from a meeting to a proposed financial plan in 10 minutes with Zocks ... and turn more prospects into clients. How?

Zocks can now automatically:

- Fill out intake, account opening forms, policy applications, etc. directly from client conversations
- Draft personalized client email responses using intel from planning, portfolio, CRM systems
- Find exactly what makes the best meetings across teams, so firms can scale those insights to train new associates
- For Zoom calls, pull up client info and action items, and sync data, LIVE in the Zoom app

"Zocks has cut my client discovery and onboarding time by 20 percent," says Chris Arnold, CFP® of Refresh Wealth.

👉 Read the full announcement: https://t.co/vIel3uOOaB

[Zocks | AI Assistant for Advisors @zocksio]

🚨 Zocks now integrates with Orion Portfolio Solutions 🚨

We partnered with @orionwealthtech to automate portfolio research and deliver real-time portfolio insights when you need them most — for client meeting prep, during live meetings, and responding to client questions on demand.

Orion data. Zocks automation. More time for your clients.

👉 Learn more and book a demo here: https://t.co/dSGU8UauXf

#Zocks #Orion #Wealthtech #FinancialAdvisors

[Zocks | AI Assistant for Advisors @zocksio]

Honored to be a finalist for Disruptor of the Year in the US FinTech Awards!

We wouldn't be here without the support and collaboration from our amazing customers, partners, and global team. The industry is innovating in leaps and bounds, and we're grateful to be part of the momentum.

Excited to do this together!

[Zocks | AI Assistant for Advisors @zocksio]

Zocks just earned the #1 AI Assistant spot for both Value and Momentum in the https://t.co/f6QKwfrCmO 2025 AdvisorTech Report for Independent Advisors.

It's the most comprehensive look yet into tech adoption and satisfaction among advisors.

Best ROI? Check.
Fastest growing? Also check.

See why → https://t.co/uZrnalYZlq

[Zocks | AI Assistant for Advisors @zocksio]

Big news! We’re thrilled to announce our new partnership with InvestCloud, Inc.

Together, we’re powering Intelligent Meeting — transforming how advisors prepare for, conduct, and follow up on client meetings.

“Intelligent Meeting from InvestCloud will not only make meetings more efficient; it will make them more meaningful by equipping advisors with a clearer, more actionable understanding of each client.” – Mark Gilbert

This partnership is another step toward helping advisors save time and grow their business with privacy-first AI.

Learn more: https://t.co/HtCU7Ak2Kp

#WealthTech #AI #Advisors #Partnership #ClientExperience

[Zocks | AI Assistant for Advisors @zocksio]

Want 10+ hours a week back to focus on your clients?

With Zocks, you can have it. Join our live demo tomorrow to see how Zocks automates your meeting notes, intake forms, client emails and more.

Here’s what we’ll cover:
Capabilities — See all the work Zocks can do for you
Pricing – Find the plan that fits your practice
Integrations – Discover the tools Zocks connects with
Privacy & Security – How we keep your client conversations private
Comparison – See what makes Zocks unique
Support & Onboarding – How we set you up for success

Save your spot now: https://t.co/2yNY10Qv2D

#Zocks #AdvisorTech #AIforAdvisors #WealthManagement #FinTech

[Zocks | AI Assistant for Advisors @zocksio]

Wouldn't it be nice to get 10+ hours a week back to focus on your clients?

With Zocks, it's reality.

Join us tomorrow for a 30-minute live demo and see how we make it happen.

We’ll cover:
• Pricing & Packages – Explore our options and how they compare
• Integrations – See which tools Zocks seamlessly connects with
• Privacy & Security – Learn how we protect your and your clients' data
• AI Notetaking Comparison – Understand how Zocks stands out from competitors
• Support & Onboarding – Discover how our team helps you get the most from Zocks

👉 Grab your spot: https://t.co/2yNY10Qv2D

#Zocks #AdvisorTech #AIforAdvisors #WealthManagement #FinTech #LiveDemo

[Zocks | AI Assistant for Advisors @zocksio]

➡️ @RFGAdvisory wanted to cut the admin drag—and they found their answer in Zocks.

See how a $6B+ firm reclaimed advisor time, streamlined workflows, and scaled smarter.

Read the full story: https://t.co/UBHhTFsY9p

#Zocks #AdvisorTech #AIforAdvisors #WealthManagement #CaseStudy