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Zocks

San Francisco, California-based AI communications platform founded 2022. Private. Operates in financial services and professional services markets. Serves financial advisors and 5,000+ firms with privacy-first AI for meeting notes, CRM updates, and workflow automation.

Entry price

CAD 3.75

Standard · /mo, billed annually

Plans tracked

no add-ons

Pricing changes

Latest Wk 32 '26

Pricing model

Subscription

Free tier available

Pricing Change History

2 changes

20262 changes

Wk 32 '26

Improvement

Zocks: launched native meeting scheduling on Ultimate plan

Zocks launched native meeting scheduling (booking pages & reminders) for the Ultimate plan, marked NEW — replacing the previously 'coming soon' scheduling placeholder shown in the prior version.

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Wk 27 '26

Packaging

Zocks rebrands AI training as personalized onboarding, trims Ultimate

Ultimate plan removed 'Identify opportunities in your book of business' feature (previously listed as coming soon). AI training sessions renamed to personalized onboarding sessions for Professional (1 session) and Ultimate (3 sessions) plans.

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