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 SAN FRANCISCO--(BUSINESS ...

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform with $7.3 billion in assets, has made a strategic investment in Zocks Communications, the AI assistant, notetaker and meeting ...

Zocks and Jump, two of the most established names in the advisor productivity and AI-powered meeting space, have inked new enterprise partnerships in a bid to further embed themselves into the largest ...

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 ...