Company

Zocks

Zocks develops AI workflow software for financial advisors. Its assistant helps prepare for meetings, organize notes and turn client conversations into follow-up work.

Linked from zocks.io · checked 30 Oct

Visit zocks.io

Status: Active; Checked 30 Oct 2026
Based in: Unknown
Founded: Unknown; Not confirmed yet
Tools listed: 1

Tools from Zocks

Zocks
Turn advisor conversations into notes and structured client updates
Productivity · Sign up · Checked 30 Oct 2026
From $80/user/monthMonthly Essentials is $80/user, Professional $140 and Ultimate $220. Annual-billed equivalents are $67, $117 and $184/user/month. A 14-day trial requires a card; advanced workflows and assistant seats have plan-specific terms.

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Home: zocks.io

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