Zocks | AI for Advisors Email Format
Software DevelopmentCalifornia, United States51-200 Employees
Zocks | AI for Advisors is a San Francisco-based software company that provides an AI assistant tailored for the financial services sector. The platform prioritizes privacy and offers enterprise-ready controls, helping financial advisors manage administrative work more efficiently. By automating tasks such as meeting notes, client intake and account-opening forms, and personalized emails, it frees advisors to focus more on client relationships. The product is used by thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas. Zocks operates in the software development industry, turning client conversations into structured data and insights that support relationship management and business growth. It is a mid-sized company based in California focused on AI-enabled infrastructure for financial advisory practice. In June 2026, Zocks announced an integration with Conquest Planning to help advisors move from client conversations to a financial plan.