Zocks

About Zocks

Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.

Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.

What does Zocks do?

Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.

Where is Zocks located?

Zocks is based in San Francisco, United States.

When was Zocks founded?

Zocks was founded in 2022.

How much funding has Zocks raised?

Zocks has raised 5500000.

Who founded Zocks?

Zocks was founded by Mark Gilbert.

  • Mark Gilbert - Founder/CEO
Location
San Francisco, United States
Founded
2022
Funding
5500000
Employees
26 employees
Major Investors
Lightspeed Venture Partners
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Zocks

Score: 100/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.

zocks.io700+
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Crunchbase
Founded 2022 – San Francisco, United States

Funding

$

Estimated Funding

$5.5M+

Major Investors

Lightspeed Venture Partners

Team (25+)

Mark Gilbert

Founder/CEO

Company Description

Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.