Announcements

Blog Posts

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Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights.

April 17, 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.

March 7, 2025

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