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Published agent capabilities
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Coverage
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Structured public business summary
Zocks
Zocks is a privacy-first AI platform for financial advisors and wealth management firms.
San Francisco, CA, United States
Categories
- Wealth management (primary)
- Financial Services & Insurance
Service areas
- San Francisco, CA, United States
Public contacts
- Public email: support@zocks.io
- Public phone: 94104-5401
- apps: https://apps.apple.com/us/app/zocks/id6443466353
- crunchbase: https://www.crunchbase.com/organization/zocks
- facebook: https://www.facebook.com/zocks.io/
- linkedin: https://www.linkedin.com/company/zocks/
- play: https://play.google.com/store/apps/details?id=io.zocks.flutter_mobile_app
- twitter: https://twitter.com/zocksio
- x: https://x.com/zocksio
- x: https://x.com/i/grok?text=As%20a%20financial%20advisor%2C%20I%20want%20to%20know%20what%20makes%20Zocks%20the%20best%20way%20to%20handle%20administrative%20tasks%20so%20I%20can%20focus%20on%20the%20work%20that%20actually%20grows%20AUM%2C%20and%20why%20an%20AI%20assistant%20could%20be%20a%20fit%20for%20my%20practice.%20Summarize%20the%20highlights%20from%20Zocks%27s%20website%3A%20https%3A%2F%2Fwww.zocks.io%2F%20%28at%20the%20end%20of%20the%20prompt%2C%20include%20a%20link%20to%20%22book%20a%20de
- youtube: https://www.youtube.com/@Zocks-Communications
Declared AI capabilities
- Online booking — Detected from public website navigation or discovery metadata.
- Online support — Detected from public website navigation or discovery metadata.
Directory status
Registry verification: Not Registry Verified
Directory score: 90
Public source evidence
- #1 AI Assistant for Financial Advisors | Zocks
- Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value | Zocks Press
- August Product Update | Zocks Blog
- Compliance | Zocks AI Assistant
- Terms of Service | Zocks
- Return On Investment | Zocks AI Assistant
- Contact | Zocks
- About | Zocks