Zocks

Zocks sells an AI assistant for financial advisers that absorbs the administrative work around client meetings: capturing notes with speaker attribution, drafting follow-up emails, filling intake and account-opening forms, syncing client profiles to CRM and wealth systems, and extracting detail from documents. It claims to return more than ten hours a week per adviser and lists Commonwealth, Osaic, Carson Group and Hightower among its users. Founded by Mark Gilbert and based in San Francisco.