Zocks, the privacy-first AI platform built for financial advisors, has been named to the 2025 WealthTech100 list by FinTech Global. The prestigious annual ranking recognizes the world’s most innovative technology companies transforming the global investment and wealth management industry.
Zocks was selected from a competitive field of over 1,200 firms worldwide for its differentiated ability to automate meeting prep, note-taking, follow-up tasks, and CRM updates without ever recording conversations. The structured data platform gives financial advisors back valuable time, significantly enhances workflow efficiency, and ensures no client detail is ever lost.
“This award is a meaningful milestone for our team and our mission,” said Mark Gilbert, CEO and Co-founder of Zocks. “Advisors need technology that enables hyper-personalization, broader access to usable client data, and more meaningful engagement at scale. With so many tools on the market, being named to the WealthTech100 is powerful validation that Zocks is the platform firms can trust to meet the moment—and the future.”
This recognition follows a year of rapid growth and momentum for Zocks. The platform is now used by thousands of advisors daily and has been embraced by major enterprises including Osaic and Carson Group. Backed by more than $19 million in funding, Zocks continues to set the standard for AI-powered productivity in wealth management with a platform that’s secure, scalable, and designed to evolve with the needs of modern advisory firms.
FinTech Global director Richard Sachar said, “This year’s selection process was more competitive than ever. With clients expecting hyper-personalized digital experiences and global events continuing to test market resilience, firms can no longer rely on legacy systems or reputation alone. The 2025 WealthTech100 will help senior decision-makers in the investment industry identify the solution providers who can transform their businesses and help them stay ahead in this highly dynamic market.”
A full list of the WealthTech100 and detailed information about each company is available at www.WealthTech100.com.
Founded in 2022, Zocks is the AI-driven platform built to optimize financial advisory firms by automating workflows, improving productivity, and simplifying compliance. Trusted by leading firms like Carson Wealth and TRPG, Zocks is redefining how advisors scale their businesses. Zocks is backed by a host of investors including Lightspeed, Motive Ventures, Global Founders Capital, and Ascend. Learn more about Zocks and try it out at https://www.zocks.io.
