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Zocks

is a California-based AI-driven SaaS platform that captures data from conversations and automates workflows for financial advisors... Read more
OverviewCompetitorsFundingNews & Insights

Zocks

is a California-based AI-driven SaaS platform that captures data from conversations and automates workflows for financial advisors... Read more
Zocks Co-Founder & CEO: Mark Gilbert

Co-Founder & CEO

Mark Gilbert

CEO Approval Rating

90/100

2022

PrivateIndependent Company

Software, Internet & Computer Services
Customer Relationship Management (CRM)Analytics

Est. Annual Revenue
$100K-5.0M
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Est. Employees
1-25
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Funding
$19.3M

News

Funding
Mar 06, 2025
Business Wire
Zocks received $13.8M in Series A Funding
Partnership
Mar 06, 2025
Citybizlist
Osaic Partners with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Zocks Competitors

1Symbl
2Rafiki, Inc
3Capacity
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