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AI advisory tech provider Zocks raises $13.8m in Series A funding

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture ...
Business Wire

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...
Morningstar

Zocks and eMoney Announce Enhanced Integration Featuring AI-Powered Document Intelligence

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...
Finextra

Zocks and eMoney Advisor integrate

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...
Business Wire

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

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 ...
Finextra

Zocks raises $13.8m for AI-driven financial advisor client intelligence

Zocks raises $13.8m for AI-driven financial advisor client intelligence Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led ...
WealthManagement.com

ProudMouth Co-Founder Joins AI Notetaking Platform Zocks

Zocks, an AI-powered notetaker and automated assistant platform for advisors, has hired Matt Halloran, co-founder and former chief relationship officer at ProudMouth, as chief evangelist. Halloran ...
Financial Planning

AI tools Jump and Zocks gain funding and advisor fans

Artificial intelligence-powered note-taking tools are gaining traction in wealth management. Processing Content Jump and Zocks, two rapidly growing startups, have both seen significant investment and ...
WealthManagement.com

Commonwealth Makes AI Notetaking Platform Zocks Available to Its Advisors

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 ...
Yahoo Finance

Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors

SAN FRANCISCO, December 11, 2025--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced the appointment of Matt Halloran as Chief Evangelist. A nationally ...
Destination CRM

Zocks Launches Next-Gen AI Assistant

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 ...
Morningstar

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors | Morningstar

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation Zocks, a privacy-first AI platform for financial ...