Z

Zocks

Zocks sells AI software for financial advisors and firms that produces meeting notes and automates updates, forms, and follow-ups across client systems.

StageEarly-stage

Founded2022

HeadquartersSan Francisco, USA

StatusPrivate

Product

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• Zocks Application Sold on its own

  Zocks generates configurable meeting notes and summaries for financial advisors without recording their meetings.

Similar products 125

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

TTactiqUndisclosedZocks and One Click AI Summaries do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeComparePPiqueUndisclosedZocks and Pique do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareCCogramUndisclosedZocks and Meeting Minutes do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareLLeexiUndisclosedZocks and Leexi AI Notetaker do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareNNottaEarly-stageZocks and AI Notes do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareJJumpLate-stageZocks and AI Notetaker do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareRARead AIEarly-stageZocks and Read AI do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; same layer and the same scale band (early-stage private).2 of 2 capabilitiesShared product typeSame scale bandComparePPlaudUndisclosedZocks and Plaud Desktop do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareFFyxerEarly-stageZocks and AI meeting notetaker do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; same layer and the same scale band (early-stage private).2 of 2 capabilitiesShared product typeSame scale bandCompareCClickUpLate-stageZocks and ClickUp AI Notetaker do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareSScribblUndisclosedZocks and Scribbl do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareMMinutesLinkUndisclosedZocks and MinutesLink do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareFFathomAcquiredZocks and Fathom do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded; Fathom is acquired, with no independent scale.2 of 2 capabilitiesShared product typeCompareCCluelyEarly-stageZocks and Cluely do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareLLaxisEarly-stageZocks and AI Meeting Assistant do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareWWINN.AIEarly-stageZocks and WINN.AI both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareSSonnetUndisclosedZocks and Sonnet both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareMMeetGeekUndisclosedZocks and Meeting Agent do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either; ships AI agent rather than the same layer.2 of 2 capabilitiesDifferent layerCompareAAvomaUndisclosedZocks and Avoma do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareTTwinMindUndisclosedZocks and TwinMind do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareHAHedy AIUndisclosedZocks and Hedy do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareCCirclebackUndisclosedZocks and Circleback both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeComparePPipedriveLate-stageZocks and Pipedrive Nova do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareSSlackUndisclosedZocks and Slack AI do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareTtl;dvUndisclosedZocks and AI Agents for Meetings do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either; ships AI agent rather than the same layer.2 of 2 capabilitiesDifferent layerCompareBBrieflyUndisclosedZocks and Briefly AI Assistant both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareAAmieUndisclosedZocks and Amie both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareFFirefliesUndisclosedZocks and Live Assist both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareJJamieUndisclosedZocks and Jamie both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareLLogicalUndisclosedZocks and Logical both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareOOtter.aiUndisclosedZocks and Otter Meeting Agent both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareGGranolaLate-stageZocks and Granola do comparable work on meeting notes and summarization; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeComparePPraizUndisclosedZocks and Praiz AI agents both list summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerCompareWFWispr FlowLate-stageZocks and Wispr Flow Notetaker do comparable work on meeting notes and summarization; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareRRingCentralPublicZocks and AI Conversation Expert (ACE) both list summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareZZeplynEarly-stageZocks and Zeplyn both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either; ships platform rather than the same layer.1 of 2 capabilitiesDifferent layerCompareRRogoLate-stageZocks and Notes do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareMmonday.comPublicZocks and monday Notetaker both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareNNotionLate-stageZocks and Notion AI do comparable work on meeting notes and summarization; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareZZoomPublicZocks and BrightHire do comparable work on meeting notes and summarization; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareLLinagoraUndisclosedZocks and LinTO Studio do comparable work on meeting notes and summarization; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareLlemlistUndisclosedZocks and Claap do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareNNiCEPublicZocks and Automated Summary both list summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareFFreshworksPublicZocks and FireHydrant do comparable work on meeting notes and summarization; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareKKrispUndisclosedZocks and Krisp do comparable work on meeting notes and summarization; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareLALantern AIUndisclosedZocks and Lantern both list meeting notes; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareTBThe Browser CompanyUndisclosedZocks and Dia do comparable work on meeting notes and summarization; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareSTSK TelecomPublicZocks and A. (Adot) do comparable work on meeting notes and summarization; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareHHumanlyEarly-stageZocks and Humanly AI Notetaker both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareMMicrosoftPublicZocks and Facilitator both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareCCOACHUndisclosedZocks and Coach both serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.Shared product typeCompareWWriterLate-stageZocks and WRITER Meet do comparable work on meeting notes and summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareSSona8UndisclosedZocks and Sona8 both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareGGongUndisclosedZocks and Gong Revenue AI OS both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareAAsanaPublicZocks and Asana Client Management both list meeting notes; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareGGlean (Glean Technologies)Late-stageZocks and Glean Assistant both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareEEvenUpLate-stageZocks and EvenUp Medical Management both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareDDropboxPublicZocks and Dropbox Dash both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareFFigmaPublicZocks and FigJam both list summarization; both also serve buyers who need to turn a meeting into decisions and owners; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareEElicitEarly-stageZocks and Elicit Reports both list summarization; same layer and the same scale band (early-stage private).1 of 2 capabilitiesShared product typeSame scale bandCompareAHAmbience HealthcareLate-stageZocks and Chart Chat both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareCCrestaLate-stageZocks and Cresta Agentic Assist both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareMLMintplex LabsUndisclosedZocks and AnythingLLM Meeting Assistant both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareDDecagonLate-stageZocks and Suggestions both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareSSmartsheetLate-stageZocks and Smartsheet AI both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareAAbridgeLate-stageZocks and Abridge both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareDDocusignPublicZocks and Docusign eSignature both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareZZendeskLate-stageZocks and Zendesk Copilot both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareHHubSpotPublicZocks and AI Summarization both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareGGenesysUndisclosedZocks and Genesys Cloud Associate both list summarization; Zocks's scale not recorded; Genesys's scale not comparable: only a revenue estimate, no market cap or valuation.1 of 2 capabilitiesShared product typeCompareAAttioLate-stageZocks and Call Intelligence both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareVSVerint SystemsAcquiredZocks and Verint Copilot Bots both list summarization; Zocks's scale not recorded; Verint Systems is acquired, with no independent scale.1 of 2 capabilitiesShared product typeCompareAAtlassianPublicZocks and Loom AI both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareIiFlytekPublicZocks and iFLYTEK Multilingual Meeting Room both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareIInception42UndisclosedZocks and Insight both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareTThenaUndisclosedZocks and Thena AI agents both list summarization; scale not recorded for either; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerCompareUUniphoreLate-stageZocks and Sales Interaction Agent do comparable work on meeting notes and summarization; Zocks's scale not recorded.2 of 2 capabilitiesShared product typeCompareQQuillBotAcquiredZocks and QuillBot both list summarization; Zocks's scale not recorded; QuillBot is acquired, with no independent scale.1 of 2 capabilitiesShared product typeCompareDDXUndisclosedZocks and DX AI both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareKKakaoPublicZocks and Kanana in KakaoTalk both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareGGumloopEarly-stageZocks and Gumball both list summarization; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerSame scale bandCompareLLandbaseEarly-stageZocks and AI Agents both list summarization; scale not recorded for either; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerCompareCCanvaLate-stageZocks and Magic Write both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareVSVeeva SystemsPublicZocks and Vault AI in PromoMats both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareLLimeChatEarly-stageZocks and Level 3 AI both list summarization; scale not recorded for either; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerCompareAApplePublicZocks and Apple Intelligence both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareBBrightHireEarly-stageZocks and BrightHire Screen both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareAAdobePublicZocks and Acrobat AI Assistant both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareMMoveworksAcquiredZocks and Moveworks Brief Me both list summarization; Zocks's scale not recorded; Moveworks is acquired, with no independent scale.1 of 2 capabilitiesShared product typeCompareSSuperhumanUndisclosedZocks and Grammarly both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeComparePPerplexityLate-stageZocks and Perplexity both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareCConsensusEarly-stageZocks and Consensus both list summarization; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerSame scale bandCompareLLindyUndisclosedZocks and Lindy both list meeting notes; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either; ships AI agent rather than the same layer.1 of 2 capabilitiesDifferent layerCompareIMInsilico MedicinePublicZocks and Science42: DORA both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareNCNAVER CloudUndisclosedZocks and CLOVA Note do comparable work on meeting notes and summarization; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareSASkywork AIUndisclosedZocks and Skywork Note both list summarization; both also serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareZZoomInfoPublicZocks and Chorus both list meeting notes; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareRRelawUndisclosedZocks and Relaw both serve buyers who need to turn a meeting into decisions and owners; scale not recorded for either; ships platform rather than the same layer.Different layerCompareWWrikeUndisclosedZocks and Wrike AI both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareSSalesloftUndisclosedZocks and Salesloft Deals both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareAApollo.ioLate-stageZocks and Apollo both list meeting notes; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareVVetNotesUndisclosedZocks and VetNotes both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareHHirevueUndisclosedZocks and Video Interviewing both list meeting notes; scale not recorded for either.2 of 2 capabilitiesShared product typeCompareHHumbotUndisclosedZocks and ChatPDF both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareCHCohere HealthLate-stageZocks and Cohere Appeals Assist both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareMManatalUndisclosedZocks and Manatal AI Notetaker both list meeting notes; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareNNaverPublicZocks and AI Briefing both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareAAhrefsUndisclosedZocks and AI Content Helper both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareRRobinhoodPublicZocks and Robinhood Cortex Digests both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareCAC3 AIPublicZocks and C3 Law Enforcement both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareHHyperWriteUndisclosedZocks and Scholar AI both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareAHAssort HealthLate-stageZocks and Assort Empower both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeComparePPhenomLate-stageZocks and Phenom Interview Intelligence both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareAAiseraAcquiredZocks and Autobrief both list summarization; Zocks's scale not recorded; Aisera is acquired, with no independent scale.1 of 2 capabilitiesShared product typeCompareOOpenAILate-stageZocks and ChatGPT for Word both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareLLightOnPublicZocks and LightOn Enterprise both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareCCiscoPublicZocks and AI Assistant for Webex Contact Center both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareCCrescendoEarly-stageZocks and Applied Insights both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareAAnthropicLate-stageZocks and Claude both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareJJetBrainsUndisclosedZocks and Grazie both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareAAlphabet (Google)PublicZocks and Gemini in Google Security Operations both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareFLFunnel LeasingUndisclosedZocks and Multifamily CRM both list summarization; scale not recorded for either.1 of 2 capabilitiesShared product typeCompareMAMoonshot AILate-stageZocks and Kimi both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompareMAMistral AILate-stageZocks and Mistral Vibe both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeComparePPalantirPublicZocks and AIP Threads both list summarization; Zocks's scale not recorded.1 of 2 capabilitiesShared product typeCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Stage, from total funding

Company disclosure · 20 Oct 2026

"The round brings total funding for Zocks to $65 million"

Valuation

Not found · 20 Oct 2026

Pages read for this record state no valuation or market capitalisation.

Founded

Company disclosure · 20 Oct 2026

"Founded in 2022, Zocks is the privacy-first, agentic AI platform"

Public listing

Not found · 20 Oct 2026

No listing on the pages read; treated as private.

Description

Official documentation · 20 Oct 2026

Company page: "The AI Assistant for financial advisors"

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