# Zocks | AI for Advisors

> Zocks is a privacy-first AI assistant built specifically for financial advisors. It turns client conversations into structured intelligence - automating meeting notes, follow-up emails, intake forms, and CRM updates - without recording audio. Founded in 2022 and headquartered in San Francisco, Zocks is used by more than 5,000 advisory firms including Carson Group, Osaic, Commonwealth, and Hightower.

- **Founded:** 2022
- **Headquarters:** San Francisco, California, United States
- **Founders:** Mark Gilbert (Co-Founder & CEO), Ákos Ratku (Co-Founder & CTO)
- **Team size:** ~140
- **Products:** Meeting Automation, Form Fill, Email & CRM Automation, Document Intelligence, Zocks MCP
- **Notable:** Raised $65M total funding across Seed, Series A, and Series B by Jan 2026, Adopted by more than 5,000 financial advisory firms, 4.8/5 rating on G2

## Products & services

- **Meeting Automation** — Captures advisor-client meetings, attributes speakers, generates structured notes, prep briefs, and follow-up emails - without recording audio.
- **Form Fill** — Auto-populates intake and account-opening forms from client data and meeting transcripts.
- **Email & CRM Automation** — Drafts client emails and syncs structured records to Salesforce, Wealthbox, HubSpot, Redtail and others.
- **Document Intelligence** — Extracts financial details from statements, plans, and PDFs and routes them into the client profile.
- **Zocks MCP** — A Model Context Protocol server that lets Claude, ChatGPT and other AI tools query a firm's client intelligence under strict permissions.
- **Analytics & Coaching** — Meeting scorecards, sentiment signals, and advisor performance insights for enterprise wealth firms.

## Achievements

- Raised $65M total funding across Seed, Series A, and Series B by Jan 2026
- Adopted by more than 5,000 financial advisory firms
- 4.8/5 rating on G2
- Privacy-first architecture that does not record client audio

## Latest updates

- **2026-01** — Closed $45M Series B co-led by Lightspeed Venture Partners and QED Investors.
- **2025-03** — Closed $13.8M Series A led by Motive Partners.
- **2024-02** — Came out of stealth with a $5.5M seed round led by Lightspeed.

## Links

- Website: https://zocks.io
- LinkedIn: https://www.linkedin.com/company/zocks
- Twitter/X: https://twitter.com/zocksio
- Facebook: https://www.facebook.com/zocks.io/

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Profile page: https://yespress.io/zocks-ai-for-advisors
Published by YesPress — https://yespress.io
Last updated: 2026-05-22