They've built that expertise into an AI product that solves real problems for advisors and their teams, from eliminating operational bottlenecks to surfacing insights we could not access any other way. With Zocks, our advisors can maximize their time and run a better business without compromising the independence that defines who we are.

https://www.businesswire.com/news/home/20260126549388/en/Zocks-Raises-%2445M-Series-B-to-Accelerate-AI-Powered-Automation-for-Financial-Advisors