Zocks

Operations platform for financial advisors

Zocks helps financial advisors automate operational work and grow their practices, turning client conversations into completed follow-up work rather than notes someone must later act on. More than 5,000 firms use it. The gap it closes is specific: the substance of advisory work happens in conversation, while the compliance records, updates and next steps all have to be reconstructed afterwards from memory. The company is venture-backed and hires for what it calls SHARC — five qualities describing how its people work and win together.