Zocks

2 results about this entity

Period: 10 Mar 2025 - 17 Apr 2025

News Company updates Finextra TV Research Long reads Events

Company announcement/wealth

Practifi taps AI from Zocks to improve wealth management workflows

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management.

17 April 2025

News/ai

Zocks raises $13.8m for AI-driven financial advisor client intelligence

Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led by Motive Ventures.

10 March 2025