RFG Advisory Invests in AI Notetaking Platform Zocks
RFG Advisory, a hybrid RIA platform with $7.3 billion in assets, has invested in Zocks Communications, an AI notetaking platform. The investment is part of Zocks' Series B funding round and aims to enhance RFG's operating system with agentic capabilities. Zocks co-founder Mark Gilbert has joined RFG's board of directors.
Topics: AI Financial Advisors RIA Platforms Technology Investment Wealth Management