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Zocks Partners with Founders Financial Securities

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Zocks Partners with Founders Financial Securities

Privacy-first AI platform for financial services, Zocks, has partnered with Founders Financial Securities, LLC (“Founders”). The partnership with the privately-held independent broker-dealer and RIA firm makes Zocks part of the TRU Enterprise OS technology stack, which is available to all Founders’ Member Partners throughout the US. Zocks’ technology automates administrative processes such as meeting note-taking and manual data entry during onboarding, giving Founders’ advisors the freedom to focus on serving clients and enhancing relationships.

Zocks’ platform automatically captures details and context from client conversations and turns them into structured data. The platform then syncs that data across supported CRM, portfolio management, and planning tools, including Salesforce, Orion, and Wealthbox, as well as 370+ fields in eMoney. This enables Founders’ Member Partners to access up-to-date, comprehensive client summaries ahead of every client meeting. After the meeting, the advisors’ meeting notes, follow-up emails, and other forms are already populated with the key details from both the client meeting and connected systems, all ready to review and send.

“Founders recognized early that AI was going to change what clients expect from their advisors, and it chose to equip its entire network now instead of taking a wait-and-see approach,” Zocks Chief Revenue Officer Drew DiMarino said. “We’re proud to work with a firm that is setting the standard for how wealth management firms adopt and scale AI.”

In a statement, Founders indicated that the depth of Zocks’ integrations and its ability to work with the firm’s existing technology stack helped Zocks stand out from its competitors.


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