Zocks

01/29/2026

Zocks January Product Update 🚀

Great advice doesn't scale on its own.

Valuable details get stuck in PDF forms or buried in messy notes, waiting for someone to manually enter them into your systems.

Here's what you can do now with Zocks:
→ Auto-fill your firm's PDF documents from meeting and CRM data
→ Capture and summarize meetings in 10+ languages, including Spanish
→ Start with ready-to-use templates you can customize to fit your workflow
→ Prep for estate planning meetings with Wealth.com data
→ Client Signals: Track life events like referrals and retirements in a new timeline view
→ Review past meeting summaries and send follow-ups from your phone

Conversations. Forms. Life events. All flowing into the systems you already use.

Full update: zocks.io/blog/january-2026-product-update

01/28/2026

Mary Ann Azevedo at Crunchbase broke the news on our Series B financing and 2026 plans, icymi:

"Gilbert believes that Zocks stands out from other offerings in that it uses agents to do a variety of proactive tasks.

'There are a lot of systems out there that are called note takers and that’s very helpful for people,” he said. “The big difference for us is that we’re able to do that as well AND take this information to help the advisers get more out of it. We’re trying to anticipate their needs.' "

Full story here 👉

Zocks, a builder of an AI assistant for financial advisers, has raised $45 million in a Series B funding co-led by Lightspeed Venture Partners and QED Investors, the startup told Crunchbase News exclusively.

01/27/2026

Estate planning conversations are rich. The manual work that follows is the problem.

On the ground at , Dan Toogood, Matt Halloran, and Joe Wesolaski are talking with advisors about where AI and estate planning are headed.

We’re partnering with the Wealth.com team to help advisors turn estate planning conversations into real progress — without re-entering everything by hand.

If you’re at the Wealth.com Estate Planning Conference, come see an early look at what we’ve built together.

More details coming soon — including a full walkthrough in our Feb 17 webinar.

01/26/2026

🎉 We raised $45 million in a Series B round! 🎉

This brings our total funding to $65 million.

It's a pivotal moment. We're building AI to do admin work plus a whole lot more. We're a system of work AND insights that uncovers growth opportunities across an advisor's entire book and recommends what to do next. So advisors can build financial plans faster, onboard clients quicker, be even more personalized and engaged, and ultimately grow their practice.

We grew our customer base from 1,000 to 5,000+ firms in just one year and landed major enterprise deployments. Now we're going deeper to help advisors turn every client conversation into action, faster than ever before.

Thanks to our investors in this round (and those who joined again) Lightspeed Venture Partners, QED Investors, Illuminate Financial, Motive Partners, 14Peaks Capital, Expanse Venture Partners Entrée Capital for their trust and confidence as we scale.

And sincerest thanks to our customers, partners, and team for keeping us honest and pushing us forward every day.

Read more: https://www.zocks.io/press/zocks-raises-45m-series-b-to-accelerate-ai-powered-automation-for-financial-advisors

01/22/2026

Jacob Welton and Calli Osborne are on the ground in Coronado, California for AICPA.

Stop by to say hi and learn how AI is shaping the future of client communication and firm efficiency: https://www.zocks.io/conferences/zocks-at-aicpa-personal-financial-planning-symposium

01/21/2026

More advisors are adding estate planning as a core service — but the work behind it hasn’t kept up.
Estate planning meetings generate a ton of detail, and too often that information gets stuck in notes while documents stall and momentum fades.

At the Wealth.com Estate Planning Conference, we’re showing how advisors use Wealth.com + Zocks to run estate planning more efficiently — with real planning context before meetings and less manual work after.

Wealth.com Estate Planning Conference
January 26–28
Live demos + breakout session at the Zocks booth

If estate planning is part of your growth strategy, come see what’s possible.

01/21/2026

Ready to see what AI can do for your firm?

Join us tomorrow for a 30-minute live demo and see how you can:

- Automate meeting prep, notes, CRM/planning updates & more
- Instantly fill out forms like client intake & account openings
- Immediately write detailed replies to client emails

👉 Save your spot: https://zoom.us/webinar/register/WN_ksoo_oBkRcOTwgual_hpuQ #/registration

01/16/2026

💡 Can AI be powerful and privacy-first?

Yes, says our co-founder, Mark Gilbert, in a chat with Greg Matusky about how AI is shaking up financial services and where it's all going. They dive into:

- The fine line between insight and surveillance
- Why early AI adoption could actually make firms safer
- Why humans, not algorithms, must stay at the center

Thanks, Gregory Agency, for hosting us!

🎧 Full episode link in comments

01/15/2026

We're partnering with AdvisorEngine to show financial advisors how to eliminate 10+ hours of weekly CRM admin work.

Join Mitchell Dunn, MBA® and Kathy Crowley for a live demo on February 11 at 2 PM ET.

See how Zocks + AdvisorEngine eliminates manual CRM work with automatic note capture, task creation, and contact syncing so you can focus on clients, not data entry.

Register Now: https://zoom.us/webinar/register/WN_jXlZdj8xTeCA8d9pyeWRnA #/registration

01/14/2026

Before starting Zocks, our co-founders Mark Gilbert and Akos Ratku spent years developing compliance-first technology for financial services. Privacy, data protection, and regulatory integrity are at the core of what we build, today and into the future.

See how Zocks can work — compliantly — for you: https://www.zocks.io/book-your-demo