Zocks

Zocks is an advisor meeting-intelligence platform that captures structured client data from conversations without storing audio — a compliance-first, text-only architecture — then generates notes, follow-up emails, intake forms, and CRM updates. Founded in 2023 and headquartered in San Francisco, Zocks positions itself as the privacy-conscious counterweight to audio-recording notetakers, appealing to advisors and firms with strict data-retention and consent requirements.