Zocks | AI for Advisors
Meeting assistant for financial advisors
- B2B
- SaaS
- AI-native
About Zocks | AI for Advisors
A meeting assistant tailored for financial advisors, Zocks captures and organizes financial details, integrates notes into CRM and task managers
Key facts
- Industry
- Software Development
- Company size
- 51–250 employees
- Headquarters
- san francisco, california, United States
- Founded
- 2022
- Revenue
- Early-stage startupno revenue figure
- Website
- zocks.io
- linkedin.com/company/zocks
Zocks | AI for Advisors at a glance
Zocks | AI for Advisors is a B2B SaaS company in the Software Development industry, headquartered in san francisco, california, United States.
Zocks | AI for Advisors was founded in 2022.
Zocks | AI for Advisors has 51–250 employees.
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