Zocks Communications, Inc.

Zocks Communications, Inc. is a technology company specializing in AI-driven solutions for financial advisors, streamlining the management of client interactions and enhancing operational efficiency through automation. Founded in 2022, Zocks Communications, Inc. develops an AI-driven platform that assists financial advisors in automating their meeting preparations and client interactions.

Co-Founder & CEO Mark Gilbert and Co-Founder and CTO Akos Ratku brings the execution discipline required to ship secure, reliable infrastructure in a zero-error industry. In April 2026, Zocks Communications, Inc. raised an undisclosed amount of series B funding from new investor RFG Advisory. The round was part of January 2026 series B funding round.

Zocks offers a comprehensive AI-driven platform designed specifically for financial advisors, automating critical processes such as meeting preparation, detailed note-taking from various types of client interactions—whether virtual, in-person, or over the phone—action item capture, and drafting follow-ups. The platform seamlessly integrates with customer relationship management (CRM) systems, ensuring that client records are consistently updated while also creating tasks and initiating workflows. By focusing on reducing the administrative burden, Zocks enables advisors to spend more time on client engagement and relationship building. The primary end-users of Zocks are financial advisors and firms who require efficient and secure methods to manage client interactions, with a notable emphasis on maintaining data privacy and compliance.

Zocks services are utilized across various geographical markets, including North America, Europe, and parts of Asia, catering to a diverse client base that encompasses both individual advisors and large financial institutions. Zocks operates on a subscription-based revenue model, where clients pay for access to the platform and its suite of features designed to enhance efficiency in client communications and documentation. The revenue structure involves direct transactions between the company and its users, primarily through tiered subscription plans that may cater to different levels of service and user needs. Clients benefit from the flagship offerings of the platform, which include automated meeting notes and personalized email drafts.

These plans allow financial advisors to choose the level of service that aligns with their operational requirements. Payments are typically structured on an annual or monthly basis, allowing clients to access the full capabilities of the Zocks platform while ensuring ongoing support and updates from the Zocks team. It charges USD 80 per month per user for its Advanced Plan and USD 130 per month per user for its Professional Plan.   The company plans to utilize the April 2026 funding toward advancing its AI-powered workflow automation and business intelligence platform tailored for financial advisors.