Zocks Launches Agentic AI Client Queries to Unlock Growth Across Advisor Books

What Client Queries Actually Does

Think of it as a search bar for your entire client universe — except the results come with a to-do list attached.

Advisors can ask things like “Which clients have more than $500K in held-away assets and are due for a review this quarter?” or “Which clients mentioned a major life change but haven’t updated their estate plan?” The platform returns a matching client list almost instantly, then surfaces automated next steps: a pre-drafted personalized email, a CRM opportunity, or a meeting scheduling prompt.

The intelligence behind it draws from a continuously updated client profile built from CRM records, financial plans, tax and portfolio data, and every conversation, meeting, email, and document ever shared across the relationship. That’s not a keyword search — that’s context-aware reasoning across a living data layer.

CEO and co-founder Mark Gilbert frames it cleanly: every advisor-client interaction contains signals pointing to the next opportunity. Client Queries operationalizes those signals at scale, for every advisor, not just the ones with the best memory or the most time.

Beyond the Top-Tier Relationship Problem

Here’s the quiet pain point this solves: proactive service has always been unevenly distributed.

Advisors naturally focus attention on their largest or most demanding clients. Everyone else gets reactive service — contacted when they call, reviewed when they ask. Client Queries flips that dynamic by making it just as easy to identify a neglected $200K client with a recent life event as it is to prep for a $5M annual review.

The servicing use cases are just as compelling as the growth ones. Ask which clients have hit a significant age milestone in the past 90 days and haven’t been contacted in the past year. The answer arrives in seconds, along with the tools to act on it immediately. That’s proactive service at book-wide scale — something manual processes structurally cannot deliver.

How It Fits With MCP (They’re Not Competing)

Zocks already rolled out a connector built on the Model Context Protocol (MCP), the open standard that lets AI platforms like Claude, ChatGPT, and Microsoft Copilot reason over external data using natural language. The company now has active MCP connections with all three.

Client Queries and MCP serve different modes of work, and Zocks is deliberate about that distinction. Client Queries is for breadth — scanning across an entire book to find which clients share a characteristic or need. MCP connections are for depth — diving into a specific client relationship to generate personalized materials, run sentiment analysis, or surface planning signals.

Same underlying client intelligence. Two different lenses. Advisors who use both get the full picture.

The Funding Runway Behind This

Client Queries doesn’t arrive in a vacuum. In January, Zocks closed a $45 million Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65 million. The company has been explicit that a meaningful portion of that capital is going toward expanding agentic AI capabilities — technology designed to reason, plan, and act across complex workflows with minimal human hand-holding.

The enterprise roster backing that ambition is substantial: Carson Group, Osaic, Kestra Financial, Hightower, and Ameritas are among the more than 5,000 financial firms currently on the platform. A beta group that included RFG Advisory helped shape Client Queries before public launch, which at least suggests the feature was stress-tested against real advisor workflows rather than built in a demo vacuum.

For context on the market moment: Advisor360’s 2026 Connected Wealth Report found that 74% of advisors say generative AI already benefits their practice — but only 3% trust AI-generated financial recommendations. Zocks is threading that needle carefully, positioning Client Queries as a tool that surfaces opportunities and drafts outreach, while keeping the advisor firmly in the decision seat.

Who This Is Actually For

Client Queries is most immediately valuable for mid-to-large RIAs and enterprise wealth firms managing complex, high-volume books where manual relationship tracking breaks down. Solo practitioners can benefit too — the beta included independent advisors — but the ROI scales with book size.

If your growth strategy currently depends on an advisor’s memory, a spreadsheet, or a quarterly CRM audit, this is a direct replacement for all three.

The broader signal here is worth noting.

Zocks started as an AI notetaking tool. It’s now building infrastructure that reasons across an advisor’s entire client universe and initiates action. That’s a meaningfully different product category — and a preview of where wealth tech’s AI layer is heading whether the industry is ready or not.