One-liner: “Zocks develops an AI Meeting Assistant designed specifically for financial advisors to automate meeting prep, note-taking, and client communications.”
Company slogan: The Meeting Assistant for Financial Advisors.
Positioning: “Zocks positions itself as a specialized AI Meeting Assistant for financial advisors, focusing on automating administrative tasks to enhance client relationships.”
Description: “The Meeting Assistant made for Financial Advisors.
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors’ CRM and task managers.”
Employees: 22
Website: Visit websiteHeadquarters: “San Francisco, CA”
Ownership: Privately Held
Founded: 2022
Company type: AI company
Use cases: “financial planning, wealth management, tax planning, insurance planning”
Pricing: 30-day free trial
Client sector: financial advisors
Business model: subscription
Products: “Zocks Platform, Zocks APIs”
Is API available: yes
Website title: Zoi Capital | Digital Health – AI in Healthcare – Venture Capital – Zoi Capital
Website description: none
Linkedin: https://www.linkedin.com/company/zocks
Youtube: –
Instagram: –
Facebook: https://www.facebook.com/profile.php?id=61555311276747
Twitter: https://twitter.com/zocksio
Crunchbase: https://www.crunchbase.com/organization/zocks
Email: –