Zocks vs FinMate AI
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Zocks
Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.
- AI-generated meeting prep notes
- CRM and email data integration
- One-tap voice recording
- Speaker attribution for conversations
- Calendar sync with meeting indicators
- Personalized prep email sending
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The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io
FinMate AI
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AI for Financial Advisors, by Financial Advisors Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings. With the FinMate App, you can have FinMate take notes for your in person meetings. Your data is secured, backed by our SOC2 Certification. * Record with one tap * Review and Playback * Control your event list Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy - https://www.finmate.ai/privacy
Screenshots
Verdict
The clearest difference is update cadence: Zocks at every 8 days against FinMate AI's every 2 weeks. FinMate AI's advantage is device support (3 vs 1) and iOS requirement (15.1 vs 17.4). On price, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Zocks ships an update every 8 days, FinMate AI every 2 weeks. The most recent releases landed on October 25, 2026 and October 5, 2026 respectively.
| Parameter | Zocks | FinMate AI |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (36 ratings) — better | — |
| Positive reviews | 50.0% of reviews | — |
| Number of ratings | 36 — better | — |
| Update frequency | Every 8 days — better | Every 2 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone | iPhone, iPad, iPod — better |
| Requires iOS | 17.4 | 15.1 — better |
| Further details — not scored | ||
| Size | 37 MB | 38 MB |
| Age rating | 4+ | 4+ |
| Developer | Zocks Communications, Inc. | Trellish Corp |
In-app purchases
Zocks
No in-app purchases
FinMate AI
No in-app purchases
