Software & Developer Tools
Zocks
United Stateszocks.io
Zocks is a Software & Developer Tools startup based in the United States, most recent round Series B, 2 tracked investors.
activeseries-b
series-b
Stage
2020
Founded
2
Investors
About Zocks
Zocks is a startup founded in 2020 based in the United States. Its most recent tracked round is Series B. Brouky classifies it under Software & Developer Tools. Brouky records 2 investors associated with the company.
Zocks is a privacy-first AI platform for financial advisors that automates meeting notes, meeting preparation, client emails, form filling, and client profile updates. It integrates with CRMs and wealth-stack tools and provides enterprise controls for compliance and reporting.
Explore Zocks's full profile on Brouky
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