Zocks Pricing Overview

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Free Trial

Essentials

Starting at $67.00

1 User Per Month

Capture notes without recordings & free up time to focus on clients

Ultimate

Starting at $184.00

1 User Per Month

Automate advanced client servicing workflows at scale

Professional

Starting at $117.00

1 User Per Month

Automate meeting & other client workflows across your firm

ESSENTIALS
Capture notes without recordings & free up time to focus on clients

PROFESSIONAL
Automate meetings & other client workflows across your firm

ULTIMATE
Automate advanced client servicing workflows at scale

ENTERPRISE PLATFORM - Contact Us
Roll out to thousands of advisors, set custom policies across your organization, integrate with custom systems & get the client data you need to grow AUM

Zocks has 3 pricing editions, from $67 to $184. A free trial of Zocks is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Zocks is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Zocks must be conducted with the seller.

- Pricing is per user/month billed annually
- Book a demo: https://www.zocks.io/book-your-demo?utm_source=g2&utm_campaign=g2

Pricing information was last updated on March 11, 2026

Zocks Pricing FAQs

Generated using AI

Based on G2 reviewer demographics and feedback, Zocks's pricing is best suited for small business financial advisors and advisory firms with fewer than 50 employees, who represent the vast majority of reviewers. These users consistently praise Zocks's Essentials and Professional tiers for delivering immediate time savings on note-taking and client follow-ups. G2 reviews of Zocks also show adoption among mid-market financial services firms seeking team collaboration and CRM automation, aligning well with the Professional tier. The Ultimate tier suits larger or growth-focused advisory practices needing advanced workflow automation. Zocks is purpose-built for financial services, making it less ideal for users outside that industry.

Zocks does not offer a permanent free version, but a free trial is available for evaluation. Zocks's paid plans begin with the Essentials tier at $67.00 per user per month billed annually, covering AI note-taking, CRM integration, meeting prep, and unlimited meetings. The Professional tier at $117.00 per month adds form automation, analytics, client profiles, team collaboration, and premium support. Zocks's Ultimate tier at $184.00 per month unlocks automated email replies, opportunity identification, and advanced scheduling. G2 reviewers note that even the entry-level Essentials tier delivers meaningful time savings, with higher tiers offering firm-wide workflow automation at scale.

G2 reviewers overwhelmingly indicate that Zocks delivers strong value despite its premium pricing. Users frequently cite saving 1 to 4 hours per week on note-taking, meeting prep, and follow-up emails as justification for the cost. One G2 reviewer noted the price initially gave pause but quickly became worthwhile once time savings became apparent. Another described Zocks's pricing as comparable to a prior service while offering significantly more integration capability. A small number of G2 users flagged the price as slightly high, but high average ratings alongside these comments suggest Zocks is viewed as a premium investment that consistently delivers on its core promises for financial advisors.

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Zocks Pricing Reviews

(2)

Wesley S.

10/27/2025

"Accurate Note-Taking with Seamless Zoom Integration"

5/5

What do you like best about Zocks?

I appreciate Zocks' ability to take very detailed and complex notes from my client meetings and conversations. This functionality benefits me by allowing me to be more engaged with my clients during meetings since I know Zocks is capturing all the notes and formatting them into an easy recap of the conversation. It's incredibly helpful, ensuring I don't miss important details. The setup was straightforward, thanks to the team from Zocks who helped integrate the platform with my Zoom conference meetings, making the process very easy. I also value its seamless integration with Zoom, automatically connecting and acting as my AI scribe during calls. I am particularly impressed with how Zocks creates tasks and prepares recap emails based on the detailed notes it takes, which is very thorough. I would absolutely recommend Zocks to friends or colleagues, rating it a 10 out of 10. Review collected by and hosted on G2.com.

What do you dislike about Zocks?

Nothing Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/1/2025

"Decent AI notetaker tool with best available data security and compliance"

4/5

What do you like best about Zocks?

I chose Zocks after considering several AI notetakers, although, to be fully transparent, Zocks was the only one I actually tested. What appealed to me most was that Zocks does not record meetings but simply transcribes notes, which I prefer. At the time I purchased my annual subscription, it also offered what seemed to be the best data security and compliance available. The output is customizable, though I have needed some assistance to tailor it exactly to my needs. Getting started was straightforward, and I appreciate that I can use it both during video calls and in person through the phone app. I’m not yet taking full advantage of all its features, as there are additional integrations—such as with my custodian and planning software—that I haven’t set up or used so far. Review collected by and hosted on G2.com.

What do you dislike about Zocks?

As with any addition to my tech stack, learning to use new tools requires time and effort. When I first reached out for help setting up my template, I was told I would receive a phone call, but that call never came. I ended up having to contact support again after trying to figure things out on my own. Overall, the support could definitely be improved. With so many competitors emerging—seemingly a new one every week—I hope Zocks continues to innovate, but does so without making the learning curve part of the experience for users like me. Review collected by and hosted on G2.com.