Company profile
Zocks | AI for Advisors
The AI Assistant for financial advisors
- Industry
- Software Development
- Employees
- 174
- Headquarters
- San Francisco, CA
- Founded
- 2022
- LinkedIn followers
- 5,718
- Office locations
- 4
Zocks | AI for Advisors company summary
Zocks | AI for Advisors is a company in the Software Development industry, headquartered in San Francisco, CA, founded in 2022. On LinkedIn the company has around 174 employees and 5,718 followers. The company lists 4 office locations.
What technology does Zocks | AI for Advisors use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Zocks | AI for Advisors
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.
Where is Zocks | AI for Advisors located?
Zocks | AI for Advisors lists 4 office locations.
Compare companies similar to Zocks | AI for Advisors
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Frequently asked questions about Zocks | AI for Advisors
What does Zocks | AI for Advisors do?
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.
How many employees does Zocks | AI for Advisors have?
Zocks | AI for Advisors has around 174 employees on LinkedIn.
Where is Zocks | AI for Advisors headquartered?
Zocks | AI for Advisors is headquartered in San Francisco, CA.
Where does Zocks | AI for Advisors have offices?
Zocks | AI for Advisors lists 4 office locations, including San Francisco, CA, US; Budapest, HU, HU; Denver, CO, US; New York, NY, US.
When was Zocks | AI for Advisors founded?
Zocks | AI for Advisors was founded in 2022.
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