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Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group
[October 22, 2026]

Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group


Zocks, the privacy-first AI platform for financial services, today announced it has earned the top WealthTech Integration Score in two categories, AI Assistants and Client Meeting Support, from Ezra Group. With a score of 9.56 out of 10, this places Zocks in the program's "Superior" tier for both, and reinforces the depth and breadth of its platform across the wealth management technology ecosystem.

The Ezra Group WealthTech Integration Score is an independent methodology developed to give advisors and firms a standardized way to evaluate how well a given application connects with the rest of their technology stack. Ezra Group has evaluated more than 5,000 individual integrations across the industry, scoring each application on three weighted criteria:

  • Breadth, or how many other widely used applications it connects with (25%);
  • Depth, or how robust each integration is - ranging from single sign-on to full bi-directional data exchange (50%); and
  • Usability, or how well an integration supports API security, availbility, documentation, and developer support (25%).

For Zocks, integration depth has always been a core differentiator. The platform is built to work within an advisor's existing tech stack, maintaining bi-directional connections with more than 40 leading CRMs, financial planning tools, and other systems so that meeting notes, meeting preparation, follow-up emails, and client data flow automatically into the places advisors already work. The Ezra Group score validates that approach with an independent, third-party benchmark.

"Integrations are the foundation of how Zocks helps advisors save time and grow their business, and it's why so many advisors have made us part of their daily workflow," said Mark Gilbert, CEO and Co-founder of Zocks. "Capturing the highest scores from Ezra Group is the product of deliberate investment in building connections that are deep and bi-directional, so data isn't just sitting in a dashboard. Advisors shouldn't have to choose between the tools they already trust and the AI they want to adopt. We built Zocks to fit whatever tech set-up they currently have."


Zocks' WealthTech Integration Score is part of Ezra Group's ongoing WealthTech Integration Score Recognition Program, which independently evaluates and ranks the interoperability of the most widely used applications in the RIA and wealth management technology ecosystem.

About Zocks

Zocks is the privacy-first, agentic AI Platform for financial advisors and financial firms. Its AI assistant saves advisors 10+ hours a week by automating manual tasks and turning every client conversation, email, and document into structured data that's deeply integrated with a firm's technology stack and AI ecosystem. Advisors can build plans and onboard clients faster, find growth opportunities, anticipate servicing needs, and ultimately grow their business - all in a platform built with enterprise-grade compliance, reporting, and controls.

More than 5,000 firms, including 7 of the 9 Barron's Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2. Join leading companies like Carson Group, Osaic, Kestra Financial, Hightower, and Ameritas; learn more and start a free trial at zocks.io.


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