Tag: financial advisors
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
In this listicle, uncover how Zocks has secured $13.8M in Series A funding to enhance...
GReminders Surpasses 2,000-User Milestone as More Advisors Boost Productivity With Compliance-Friendly Artificial Intelligence
In this listicle, we explore how GReminders has crossed the significant threshold of 2,000 users....