Zocks Communications, Inc.

Zocks is an AI-driven technology company specializing in communication management solutions for financial advisors. Founded in 2022 and headquartered in San Francisco, United States, the company's core mission is to enhance client engagement and operational efficiency by automating administrative tasks associated with client interactions. Zocks aims to provide financial advisors with a privacy-first platform that transforms conversations into structured, actionable intelligence without the need for recordings.

Zocks offers a comprehensive suite of services designed for financial professionals, including automated meeting preparation, detailed note-taking from virtual, in-person, and phone interactions, and the capture of action items. Its platform also facilitates the drafting of follow-up emails, automatic form filling for client intake and account openings, and seamless integration with CRM and financial planning tools. The company provides detailed reporting on client conversations, serving a market segment that includes individual financial advisors, large Registered Investment Advisors (RIAs), and has recently expanded its offerings to support life insurance applications.

In January 2026, Zocks raised $45 million in a Series B funding round, co-led by QED Investors and Lightspeed Venture Partners, bringing its total funding to $65 million since its inception. Co-founded by CEO Mark Gilbert and CTO Ákos Ratku, Zocks has also seen strategic developments such as RFG Advisory making an investment and appointing Mark Gilbert to its board of directors. The company positions itself as a leading AI assistant for financial advisors, trusted by thousands of professionals for its ability to save over 10 hours per week on administrative tasks, emphasizing privacy, compliance, and efficiency.