The AI Assistant for financial advisors
zocks.io App Store Google PlayBusiness Operations / Workflow Automation & Integrations
- Monthly visits
- 310.8K
- Up1.0%MoMSep 2026
- Public revenue
- Undisclosed
- No public revenue evidence yet
- Entry price
- Unknown
- No monthly subscription pricing
- Launched
- 4y ago
- 2022-02-07 · Est.
Traffic
MCP Server & Agent Ecosystem
- Ecosystem & integrations:
- ClaudeChatGPTZoomMicrosoft TeamsGoogle MeetWebexHubSpotMicrosoft Dynamics 365PractifiRedtail
- Exposed tool capabilities:
- Meeting Action Item SyncAutomate meeting prepNotesOnboardingFinancial plansMeeting prep
Store data
- Rating
- Rating not syncedRating count not synced
- New ratings last mo
- —
- Price & IAP
- FreeIAP data not synced
- Current version
- —Store metadata
- Rating
- Rating not syncedRating count not synced
- New ratings last mo
- —
- Price & IAP
- FreeIAP data not synced
- Current version
- —Store metadata
Store assets, rating histograms, install tiers, and screenshots are synced from Apple App Store, Google Play, and Chrome Web Store.
Traffic sources
Traffic breakdown
Channels
- Direct74%
- Referrals11%
- Organic Search7%
- Email5%
- Other3%
Countries
- United States99%
Search
Domain authority 58Domain registered 2022-02-07
| Keyword | Monthly volume |
|---|---|
| zocks | 9,290 |
| zocks ai | 670 |
| zocks mcp | 410 |
| zocks advisor login | 340 |
| zocks ai for advisors | 240 |
Traffic data: Vaneform
Pricing
Pricing page does not list plan prices.
Trial: 14-day free trial · Observed 2026-11-05 · Pricing page
Pages & changes
Key pages
Weekly snapshots- Homewww.zocks.io/
- Pricingwww.zocks.io/pricing# Snapshot 2026-11-05
- Featureswww.zocks.io/platform Snapshot 2026-11-05
Changes
Design
Enterprise Clean (Light canvas, balanced density) featuring split copy & visual layout and product ui screenshot / component visuals.
First-screen preview · click to zoom
First-screen pitch & conversion flow
“The AI Assistant for financial advisors”
Split Copy & Visual hero structure paired with book demo / contact sales CTA and user count, rating, or key metrics.
Conversion path: Split Copy & Visual + Product UI Screenshot / Component → Book Demo / Contact Sales · Trust bar: User Count, Rating, or Key Metrics
- Category Positioning Anchor
- Large Hero Product Shot
- Floating Multi-Cards
Palette · click to copy
- Typography
- 8.0
- Color & Contrast
- 8.0
- Layout & Spacing
- 8.0
- Craft & Polish
- 8.0
- Distinctiveness
- 6.0
Structure
- Fonts
- Plusjakartasans
- Hero layout
- Split Copy & Visual
- Primary visual
- Product UI Screenshot / Component
- Conversion CTA
- Book Demo / Contact Sales
- Social proof
- User Count, Rating, or Key Metrics
- Navigation
- Full-Width Top Bar
- Theme & density
- Light · Balanced
- Corners & depth
- Small Radius · With shadow
Preview full AI design brief (includes :root CSS variables & layout rules)Style tokens only; never copy brand names, logos, copy, or images
# Design Brief: Enterprise Clean
Trustworthy blue-anchored palette, structured grids, and prominent customer logo walls.
## Design Tokens
```css
:root {
--background: #ffffff;
--surface: #f6f3fb;
--foreground: #1f2125;
--muted-foreground: #5e5870;
--accent: #7d53eb;
--radius: 4px;
--font-heading: "Plusjakartasans", ui-sans-serif, system-ui, sans-serif;
--font-body: "Plusjakartasans", ui-sans-serif, system-ui, sans-serif;
}
```
Color area ratio: Background #FFFFFF (~62%) · Surface #F6F3FB (~18%) · Text #1F2125 (~8%) · Muted Text #5E5870 (~5%) · Accent #7D53EB (~7%). Background and surface dominate the canvas; reserve the accent color for primary buttons and active states.
## Layout & Conversion Structure
- Hero layout: Split Copy & Visual
- Navigation: Full-Width Top Bar
- Theme & density: Light · Balanced
- Border radius & elevation: Small Radius; use elevation shadows to separate layers
- Primary visual medium: Product UI Screenshot / Component
- Conversion CTA: Book Demo / Contact Sales · Trust bar uses User Count, Rating, or Key Metrics
- Headline hook: Category Positioning Anchor
- Hero components: Large Hero Product Shot, Floating Multi-Cards
- Spatial layout notes: Split Copy & Visual hero structure paired with book demo / contact sales CTA and user count, rating, or key metrics.
- Visual summary: Enterprise Clean (Light canvas, balanced density) featuring split copy & visual layout and product ui screenshot / component visuals.
## Avoid
- Experimental navigation patterns
- Low-legibility decorative fonts
- Visual novelty that obscures the value proposition
Implement the UI following the design tokens and layout specifications above: use only these color variables, and reserve the accent color strictly for primary actions and active states. Adopt only this visual style—never copy any reference product’s brand name, logo, copy, or imagery.
Questions & evidence
- How much website traffic does Zocks get?
- Vaneform estimates 310.8K website visits in 2026-09. Visits can include repeat visits; this estimate measures web traffic separately from paying customers or revenue.Source
- What is Zocks and what platforms does it support?
- Zocks is catalogued under Workflow Automation & Integrations: The AI Assistant for financial advisors. Supported platforms: Mobile App, MCP Server, API.
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