About Zocks

InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients. The new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, the leading provider of AI-driven know your customer (KYC) risk screening and monitoring solutions, and Zocks, a privacy-first AI assistant for financial advisors.

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic partnership with Practifi, the leading CRM built for wealth management

Zocks, a privacy-first AI platform designed to help financial advisors capture key client insights and streamline workflows, today announced the appointment of Drew DiMarino as Chief Revenue Officer. With nearly 30 years of experience scaling high-growth fintech firms, DiMarino will oversee all revenue-generating initiatives as Zocks enters its next phase of expansion.

Zocks announced it has raised a $13.8 million Series A round led by Motive Ventures

Mark Gilbert, a former Twilio, Microsoft and Hearsay executive and product leader, and his co-founder […]