
Zocks
#1 in AI Assistants for Financial Services1
Products on G2
679
Total reviews
4.7
Avg. star rating
- Zocks ranks #1 in AI Assistants for Financial Services.
- Reviews across Zocks's portfolio grew 88.5% quarter-over-quarter.
- Zocks's 1 product span 1 category on G2.
- Small Business is the largest segment among reviewers, at 85.2%.
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
+88.5%
#1
1
Small Business
2022
193
San Francisco, CA
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 85.2% |
| Mid-Market | 10.8% |
| Enterprise | 3.9% |
Quarterly history
| Quarter | Total reviews | Avg. rating |
|---|---|---|
| 2024 Q4 | 1 | — |
| 2025 Q3 | 7 | 5.0 |
| 2025 Q4 | 112 | 4.8 |
| 2026 Q1 | 97 | 4.8 |
| 2026 Q2 | 157 | 4.8 |
| 2026 Q3 | 296 | 4.6 |