Data month 2026-08
Zocks
zocks.io
Zocks
Zockszocks.ioAI assistant platform for financial advisors
Visit Website

According to AlphaMoat, in 2026-08 Zocks (zocks.io) received 307,675 monthly visits (+7.2% MoM) — ranked #1,780 of 17,412 AI websites with traffic data, and #177 of 3,198 in Industry Services; its largest market is United States (98.6% of visits).

Monthly Visits · 2026-08
307.7K+7.2%
Overall Rank (17,412)
#1,780
Industry Services Rank (3,198)
#177
Top Market
United States98.6%

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 Features

It offers meeting prep, AI notes, and CRM/wealth-management stack integration, financial-planning and tax-planning integration, and Zocks MCP connecting tools like Claude and ChatGPT, keeping client data owned by the user.

Business Model

It uses subscription (annual per-seat): Essentials $67/user/month, Professional $117/user/month, Teams $184/user/month, Enterprise custom; add-on items by usage include meeting prep $80, form filling $140, advisor coaching $220, and team collaboration $25.

12-Month Traffic Trend

Hover for monthly values
Latest 307.7KMoM+7.2%
-110.8K221.5K332.3K26-0626-07
2026-06
292.7K
2026-07
287.0K
-2.0%
2026-08
307.7K
+7.2%

Visits by Country · Top 5

2026-08 · Share of total visits
United States
303,26898.6%
Nigeria
9400.3%
UK
7840.3%
Hungary
7080.2%
Canada
6850.2%

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Data month: 2026-08 · Visit figures are third-party traffic estimates aggregated monthly — best for scale and trends. Multiple domains of the same product are merged. See methodology.