Financial Advisor 2

Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book. Zocks is the #1 AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business. Every client conversation becomes structured data that flows into your CRM and planning tools, saving advisors 10+ hours a week. Now invest that time in growing your book. Ask Zocks "who has kids but no 529?" and get a list of clients to contact in seconds. Surface life events, flag planning gaps, and anticipate client needs. Purpose-built for financial services. SOC 2 certified. Privacy-first, no audio or video recording. SEC/FINRA compliant. Deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more. 5,000+ advisory firms, including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas, trust Zocks. Learn more at zocks.io.

AI-powered personal finance app for managing finances, providing insights, and answering financial questions. Kniru is a mobile application that lets you completely manage your personal finances using AI. Kniru sends you precise, personalized, actionable insights and answers all your financial questions (Investment, Tax, Retirement, Spend, etc) using a Chat interface. It helps users track, manage, and optimize transactions, investments, and loans, providing AI-powered insights for smarter financial decisions, all within a secure platform.