Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Zocks pricing
Short answer: Per Zocks's pricing page (checked October 21, 2026): From $67/user/mo (annual). All 4 listed plans and options are below.
Zocks plans and prices
| Plan | Price | Note |
|---|---|---|
| Essentials | $67/user/month billed annually or $80 monthly | notes without recordings |
| Professional | $117/user/month billed annually or $140 monthly | |
| Ultimate | $184/user/month billed annually or $220 monthly | |
| Admin assistant seat | $25/month |
Prices as of October 21, 2026, in USD, as listed on Zocks's pricing page. Vendors change prices often; confirm before you buy.
What drives your Zocks bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Annual billing or an annual term applies to some or all plans.
- Monthly billing is available on some plans but costs more than paying annually.
Example: At the listed rate, 3 people on Essentials would cost $201/month ($2,412/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- Workflow automation sits in Professional and Ultimate.
- Admin assistants need their own seats.
- Map which CRM fields Zocks will write to before rollout.
Zocks pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Zeplyn | Contact vendor | None listed | Pricing details |
| Finmate AI | From $39/mo (annual) | Free trial offered. | Pricing details |
| Fathom | Free; paid from $15/user/mo | Free forever plan for individuals. | Pricing details |
| Otter.ai | Free; Pro from $8.33/user/mo | Basic plan is free forever (300 monthly transcription minutes). | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Zocks review · Zocks alternatives · Best meeting notes tools
Get a Zocks demo
Tell us a little about your firm and we'll pass your request to Zocks's team. Free, no obligation.
Get one practical AI-for-advisors email a week
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Opens our beehiiv page to confirm. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Zocks cost?
Essentials: $67/user/month billed annually or $80 monthly; Professional: $117/user/month billed annually or $140 monthly; Ultimate: $184/user/month billed annually or $220 monthly; Admin assistant seat: $25/month. Prices as of October 21, 2026.
Does Zocks have a free plan or trial?
Zocks's pricing page doesn't list a free plan or trial as of October 21, 2026. Ask the vendor about demos or pilots.
What should I ask Zocks about pricing?
Workflow automation sits in Professional and Ultimate. Admin assistants need their own seats. Map which CRM fields Zocks will write to before rollout.