Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine With the new funding, ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...

Zocks has raised $45 million in fresh capital as it looks to push its AI platform deeper into advisors’ day-to-day work and firm-level strategy. The San Francisco-based firm said Monday it closed a ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Zocks, providers of an artificial intelligence assistant for financial services, has expanded the Zocks platform to help advisors provide financial advice after client and prospect meetings by ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture ...

Zocks, an AI-powered notetaker and automated assistant platform for advisors, has hired Matt Halloran, co-founder and former chief relationship officer at ProudMouth, as chief evangelist. Halloran ...