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Private Wealth Daily

Alternatives to Zocks

Zocks makes AI assistant software for financial advisors and advisory firms, from solo practices to enterprise broker-dealers and RIAs. The product handles the work around client conversations and does so without recording the meeting. Read the Zocks profile.

10 vendors in the same categories, closest match first.

ZeplynIn the news

AI meeting notes and agent workflows for wealth management firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

AI toolsCustom quote

Arta Finance

AI platform and wealth infrastructure for private banks and wealth managers

  • Banks and trust companies

AI tools

Continuum

Botless AI meeting notes, client profiles and CRM sync for Canadian financial advisors, with data stored in Canada.

  • RIAs
  • Broker-dealers

AI toolsPer seat

JumpIn the news

AI meeting assistant and onboarding software for financial advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Asset managers

AI toolsPer seat

Mili

AI meeting notes and task agents for wealth advisory firms

  • RIAs
  • Broker-dealers

AI toolsFree tier, paid plans

Qdeck

AI copilot for advisors to research client questions, draft proposals and client content, and act from one platform

  • RIAs

AI tools

Contio

MeetingOS: AI meeting prep, live meeting insight and follow-up drafting, with an edition for financial advisors.

  • RIAs

AI toolsFree tier, paid plans

NevisIn the news

AI operating platform for wealth firms: meeting prep, tasks, email and automated account-opening workflows.

  • RIAs

AI toolsCustom quote

Finmate AI

AI meeting notetaker and custom agent builder for financial advisors, with CRM and planning-software sync.

  • RIAs

AI toolsSubscription

Aveni

AI meeting notes, advice file review and conduct monitoring for UK advice firms

  • RIAs
  • Banks and trust companies

AI tools

Tick up to three vendors to compare with Zocks.
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