Zocks, a San Francisco-based firm, has secured $45 million in funding to deepen integration of its AI platform into financial advisors’ workflows, emphasizing both task automation and strategic insight generation. The platform helps advisors convert unstructured client conversation data into structured planning opportunities and automates routine client-service tasks. This capital raise underlines investor confidence in AI’s potential to meaningfully enhance advisor productivity and client engagement in the wealth management sector.

Zocks Raises $45M in Continued Push for AI as Advisor Growth Driver