SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement. OAKS, Pa., Aug. 12, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a str ...
Business Wire

Zocks Raises $45M Series B to Accelerate AI-Powered Automation for Financial Advisors

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...
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AI for financial advisors: A review of Zocks, the AI note-taking tool

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...
Crowdfund Insider

Zocks, An AI Financial Advisor Platform, Raises $45M Series B

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...