Data month 2026-09
Zocks
zocks.io
Zocks
Zockszocks.ioAI assistant platform for financial advisors
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According to AlphaMoat, in September 2026 Zocks (zocks.io) received 310,845 monthly visits (+1% MoM) — ranked #1,668 of 18,174 AI websites with traffic data, and #156 of 3,248 in Industry Services; its largest market is United States (98.7% of visits).

Zocks on
WebsiteCurrent
Zocks
Mobile AppZocks
Monthly Visits · 2026-09
310.8K+1%
Overall Rank (18,174)
#1,668
Industry Services Rank (3,248)
#156
Top Market
United States98.7%

What is Zocks

Product Overview

Zocks is a privacy-first AI platform for financial advisors that automatically does meeting notes, email drafting, form filling, and CRM sync without recording, and supports MCP for external agents.

Key Features5 items
  • 01Meeting prep and AI notes
  • 02CRM/wealth-management stack integration
  • 03Financial-planning and tax-planning integration
  • 04Zocks MCP connecting tools like Claude and ChatGPT
  • 05Client data ownership kept by the user
Business Model

A free tier or free trial is available. Paid features are offered through subscription plans. Enterprise plans are arranged through a demo or sales consultation.

12-Month Traffic Trend

Hover for monthly values
Latest 310.8KMoM+1%YoY+6.2%
-111.9K223.8K335.7K26-0626-0726-09
MonthMonthly visitsMoM
2026-06292.7K—
2026-07287.0K-2.0%
2026-08307.7K+7.2%
2026-09310.8K+1.0%

Visits by Country · Top 5

2026-09 · Share of total visits
United States
306,68498.7%
UK
1,0640.3%
India
9900.3%
Pakistan
7980.3%
Australia
5630.2%

Popular in Industry Services

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FAQ

How many monthly visits does Zocks get?

According to AlphaMoat, Zocks (zocks.io) received 310,845 visits (about 310.8K) in September 2026 (+1% month over month), ranking #1,668 of 18,174 AI websites with traffic data, and #156 in Industry Services.

Where do Zocks’s visitors come from?

In September 2026, Zocks’s largest markets by share of visits are United States 98.7%, UK 0.3%, India 0.3%.

What are some alternatives to Zocks?

In Industry Services, the other products with the most monthly visits are Ashby (26.2M), Eightfold AI (11.6M), Paradox (11.4M), Mercor (10.6M), Doximity (10.0M).

Data month: 2026-09 · Visit figures are third-party traffic estimates aggregated monthly — best for scale and trends. Multiple domains of the same product are merged. See methodology.