RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform with $7.3 billion in assets, has made a strategic ...

Osaic’s advisors began using the Jump and Zocks AI tools since early 2025. Osaic CEO Jamie Price says that two of the company ...

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 ...

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 ...

Artificial intelligence-powered note-taking tools are gaining traction in wealth management. Processing Content Jump and Zocks, two rapidly growing startups, have both seen significant investment and ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem. Zocks MCP is built on ...

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 ...

Zocks, the privacy-first AI assistant for financial advisors, today announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is ...