ZOCKS
Zocks is a real-time insight and privacy for enhanced video calls. It was founded in 2022 and was headquartered in San Francisco, California.
ZOCKS
Social Links:
Industry:
Information Technology Software Web Development
Founded:
2022-01-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.zocks.io
Total Employee:
11+
Status:
Active
Total Funding:
5.5 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Apple Mobile Web Clips Icon Google Font API Google Tag Manager Google Analytics Content Delivery Network SSL By Default Global Site Tag
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Current Employees Featured
Founder
Investors List
Jeremy Hermann
Jeremy Hermann investment in Seed Round - Zocks
Global Founders Capital
Global Founders Capital investment in Seed Round - Zocks
Sheila Jambekar
Sheila Jambekar investment in Seed Round - Zocks
Lightspeed Venture Partners
Lightspeed Venture Partners investment in Seed Round - Zocks
George Hu
George Hu investment in Seed Round - Zocks
Marc Boroditsky
Marc Boroditsky investment in Seed Round - Zocks
Ascend
Ascend investment in Seed Round - Zocks
Official Site Inspections
http://www.zocks.io Semrush global rank: 5.26 M Semrush visits lastest month: 1.47 K
- Host name: aacb0a264e514dd48.awsglobalaccelerator.com
- IP address: 99.83.190.102
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108
More informations about "Zocks"
Optimize Team Organization with Zocks | Zocks Blog
Jun 27, 2025 Zocks automates tasks handovers, provides full task visibility, and optimises workflows to boost team productivity and organization.See details»
Zocks - Crunchbase Company Profile & Funding
Zocks is a privacy-first AI platform that captures and organizes structured meeting notes and client communications for financial advisors, ensuring data …See details»
About | Zocks
Founded in 2022, Zocks is an enterprise-grade, privacy-first AI platform that transforms client interactions into structured, actionable intelligence for financial advisors and firms. Built with compliance, security, and scalability at its core, …See details»
Zocks 2025 Company Profile: Valuation, Funding
Information on valuation, funding, cap tables, investors, and executives for Zocks. Use the PitchBook Platform to explore the full profile.See details»
Zocks - Products, Competitors, Financials, Employees, …
Zocks is a platform that serves the financial advisory sector by automating administrative tasks. The company's offerings include meeting preparation, note-taking, client communications, and …See details»
AI Assistant for Financial Advisors | Zocks
Zocks automates note-taking, form filling, client emails, & more for financial advisors. Save time and improve client relationships with our AI-powered platform.See details»
Zocks - motivepartners.com
Jan 31, 2025 Zocks is redefining AI-driven client intelligence for financial advisors. By leveraging AI, Zocks transforms unstructured client interactions - emails, calls, and meetings - into actionable insights, automating workflows …See details»
Team Collaboration and Advisor Coaching | Zocks AI
Zocks’ all -in-one AI platform enhances advisor collaboration and efficiency, adapting to your practice.See details»
Zocks for Enterprise | AI Assistant for Advisors
Zocks is the AI Assistant built for enterprise-grade access controls, privacy, and compliance safeguards.See details»
Roles and User Groups within Zocks | Zocks Help Center
Zocks users (so your team members and colleagues) get assigned to User Groups within the system for Access Control. You can also categorize Contacts (so meeting participants) into …See details»
Zocks Integrations | Connect your AI Assistant & wealth tech
Zocks integrates with your CRMs, email, calendar, meeting provider, and full wealth tech to boost financial advisor productivity.See details»
Zocks Secures $13.8M Series A to Power AI-Driven Client
Mar 6, 2025 Saves advisors an average of 45 minutes per client meeting through intelligent automation Enables firms to standardize client data capture and archival across their entire …See details»
Zocks is the #1 Choice for Top Performing Advisor Teams
Zocks is the top choice for advisor teams, offering seamless collaboration, customizable workflows, and enhanced efficiency on one platform.See details»
All Articles - blog.zocks.io
May 14, 2025 Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value Ameritas …See details»
Zocks Named to 2025 WealthTech100, Recognized for Redefining …
Apr 2, 2025 Zocks, the privacy-first AI platform built for financial advisors, has been named to the 2025 WealthTech100 list by FinTech Global, recognized for Redefining Advisor …See details»
Zocks.io Blog
May 14, 2025 Zocks’ October Updates include phone call support, enhanced meeting summaries, an AI email reply agent, and improved intelligence presets for better client …See details»
Zocks Help Center
Zocks Help CenterLearn how to connect Zocks with your CRM. These guides walk you through enabling integrations.See details»
Getting started | Zocks Help Center
Onboarding steps - make your Zocks journey more efficient! This onboarding guide helps financial advisors get started with Zocks. Getting Started with Zocks Get started with Zocks! Dive in and …See details»
Getting Started with Zocks | Zocks Help Center
Comments: Discuss meetings directly in Zocks. Team members can respond, edit, and delete comments, with all meeting-related comments displayed for internal reference.See details»
Zocks Login - console.zocks.io
Zocks Login - console.zocks.io ... Zocks LoginSee details»