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 Blog Posts

Zocks Joins The Wealth Engineering Expert Sourcing Consortium
Announcements
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Zocks Joins The Wealth Engineering Expert Sourcing Consortium

The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Zocks as an exclusive core component of its Expert Sourcing Consortium, synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.

May 15, 2025
Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement
Announcements
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Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Zocks, the privacy-first AI platform built for financial advisors, has been named to the 2025 WealthTech100 list by FinTech Global, recognized for Redefining Advisor Productivity and Client Engagement.

April 3, 2025
Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer
Announcements
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Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Industry veteran joins Zocks to accelerate company growth following Series A funding round.

March 13, 2025
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
Announcements
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Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation.

May 9, 2025
Welcome to the Zocks Blog
Announcements
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4 min read

Welcome to the Zocks Blog

Welcome to Zocks! Discover a world of innovation and productivity as we embark on this exciting journey together. Let's unlock Zocks' full potential!

April 26, 2024