SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and ...

SAN FRANCISCO & DALLAS, February 04, 2026--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial advisors, and Wealth.com, the modern planning platform for wealth management firms, ...

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 ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Today, Zocks, a startup looking to make working with complex information ...

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The round brings total funding for Zocks to $65 million, and follows its ...

Zocks and eMoney add AI-driven document automation for faster planning Zocks, the privacy-first AI assistant for financial services, today announced the launch of Document Intelligence, a new ...

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 ...

“Our partnership with Zocks reflects our commitment to equip advisors with tools that save time, elevate service, and meet the compliance standards of our industry. Zocks offers the flexibility and ...

When Mark Gilbert co-founded Zocks three and a half years ago, he saw a simple but transformative opportunity: help financial advisors reclaim time lost to administrative work. “We just started off ...