Zocks
About Zocks
Zocks provides an automated assistant platform for financial advisors and life insurance producers. The company offers tools for meeting preparation, note taking, scheduling and CRM integration to streamline wealth management and insurance workflows. Recent coverage has focused on strategic partnerships, executive appointments and the expansion of its client intelligence features.
FF News has published 10 stories featuring Zocks since 2024, most recently "Zocks Launches AI-Powered Account Opening with Direct Schwab Integration" (28 October 2026).
People at Zocks on FF News
- Mark Gilbert, Founder & CEO
- Drew DiMarino, Chief Revenue Officer
- Jim Hardeman, Executive Vice President of Product
Latest Zocks news
- Zocks Launches AI-Powered Account Opening with Direct Schwab Integration 28 October 2026
- SEI Partners With Zocks to Deliver AI-Native Workflow Automation for Financial Advisors 12 August 2026
- VestGen Wealth Partners Expands Zocks Partnership to Drive AI-Enabled Organic Growth 5 August 2026
- Zocks Debuts AI Scheduling to Automate Financial Advisor Meeting Workflows 31 July 2026
- Zocks Launches AI Assistant for Life Insurance to Help Producers Get Policies Issued Faster 20 March 2026 Insurtech Eye
- InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement 6 August 2025
- Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows 17 April 2025
- Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer 14 March 2025
- Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors 7 March 2025
- Former Twilio Exec Launches Zocks, an AI-Powered Platform that Captures Industry Specific Insights from Client Conversations 16 February 2024