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).
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.
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.
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.
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.