Zocks and Jump, two of the most established names in the advisor productivity and AI-powered meeting space, have inked new enterprise partnerships in a bid to further embed themselves into the largest RIAs and brokerage firms' tech ecosystems.
Zocks, the San Francisco-based AI assistant for financial advisors, and Hightower, the Chicago-headquartered wealth management firm, announced an exclusive partnership making Zocks the designated AI assistant for Hightower's advisor network.
Separately, Salt Lake City-based Jump announced that Equitable Advisors has selected Jump as its AI operating system, putting intelligent automation at the center of how its advisors handle client workflows.
Under the Hightower agreement, Zocks becomes the exclusive AI assistant offered to Hightower financial advisors. The platform automatically captures information and context from client conversations, converts it into structured data, and syncs it across systems used by Hightower advisors, including Salesforce as well as financial planning and portfolio management tools. With Zocks, advisors can prepare for client meetings and leave each meeting with notes and follow-up tasks immediately sent to clients and synced across connected systems.
Hightower's advisor network currently includes roughly 650 advisors operating across 33 states and the District of Columbia. As of December 31, Hightower and its affiliates managed approximately $352 billion in assets
On the Jump side, the Equitable Advisors integration builds on the firm's existing technology stack, which already includes Microsoft 365 Copilot for productivity and collaboration, AI-assisted coaching through its video coaching platform, and marketing automation through the FMG-powered Marketing Suite.
Jump connects to that ecosystem rather than competing with it, adding a layer of intelligence across the full client lifecycle – from meeting prep and documentation through to referral identification and operational follow-through.
In March, Equitable Advisors' parent company announced a landmark merger with Corebridge that would form a $1.5 trillion financial services powerhouse spanning retirement, life insurance, wealth management and asset management.
Both partnerships lean heavily on the same selling point: hours returned to advisors each week. Participants in a pilot program at Equitable Advisors reported saving 10 or more hours per week during heavy client periods, which they reinvested into planning conversations and client outreach.
Zocks has cited the same benchmark for its broader user base, with the company reporting that its platform is used by more than 5,000 financial firms and saves advisors more than 10 hours per week.
A study by Fidelity determined that time savings are valuable fuel for advisors' growth engines, with the most productive practices reclaiming much-needed hours from outsourcing certain functions or reliable technology.
Zocks hasn't been letting moss grow under its feet this year. In January, it announced a 2026 Series B funding round, raising $45 million from a consortium co-led by Lightspeed Venture Partners and QED Investors, which brought its total lifetime funding to $65 million. In March, the company inked a strategic relationship with Cetera, making Zocks available to Cetera's network of approximately 12,000 financial professionals and institutions.
Not to be outdone, Jump staged its own Series B to raise a heftier $80 million war chest from Insight Partners and other backers. The platform is now deployed across a growing base of enterprise clients and independent firms, including Merit, Osaic, Cetera, and LPL, which together represent more than 30,000 advisor users.
One dimension worth highlighting is the exclusivity element of the Zocks-Hightower arrangement. Hightower's rigorous due diligence process validates Zocks' enterprise readiness and scalability, according to Drew DiMarino, chief revenue officer at Zocks, who described the exclusive partnership as "an important moment for Zocks in the enterprise market."
Exclusive arrangements carry advantages for both sides: the vendor gains a committed distribution channel, while the firm gains a more deeply integrated and customizable implementation.
But they also concentrate technology risk for the firm, which may find itself stuck in a less-than-ideal commitment in case a better platform emerges, or the vendor's roadmap swerves from its advisor's needs.
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