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
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.
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
JumpIn the news
AI meeting assistant and onboarding software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
AI toolsPer seat
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
SaturnIn the news
AI meeting notes, paperwork and compliance checks for UK advice firms
- RIAs
AI toolsCustom quote
