Jump vs Zocks (2026)
The decision between Jump and Zocks turns on whether your firm needs a recording option and a full client lifecycle platform, or a product that never records and fills planning software from a single conversation. Jump lets each firm choose its capture mode, from no recording to full audio and video, and adds onboarding and growth tools alongside the meeting work. Zocks never records audio or video and keeps only transcripts and summaries, which each firm can schedule for deletion. Both write back to more than 40 systems, and Zocks says it fills more than 370 fields in eMoney or RightCapital from one conversation. Both hold output for adviser review, and Jump can also require a signed attestation for each output. Both publish prices. Jump's Meet costs $100 per adviser a month, and Zocks runs from $67 to $184 per user a month billed annually. Neither names the language models behind its notes. Jump is the more widely used, with 22.68 percent of advisory firms in the T3/Inside Information 2026 survey against 10.22 percent for Zocks.
- Your compliance policy wants a recording of client meetings. Jump lets the firm set capture anywhere from no recording to full audio and video, so the same product fits firms that must keep audio and firms that must not.
- You want a review step you can enforce. Every Jump note, task and record update waits for adviser approval, administrators can require an attestation for each output, and Enterprise adds custom attestations and a compliance dashboard.
- You want onboarding and growth on the same platform. Jump's Onboard add on fills intake and account opening forms and parses statements, tax returns and estate documents, and Grow adds signals, playbooks and coaching scorecards.
- You want the product most advisory firms already use. Jump had 22.68 percent share among notetakers in the T3/Inside Information 2026 survey, more than twice the next product, and names LPL Financial, Osaic and Cetera among its deployments.
- You want no recording to exist at all. Zocks transcribes calls with speaker attribution and never records audio or video, and each firm can schedule transcripts and summaries for deletion by the hour, day or month.
- Your planners rebuild plans by hand after discovery meetings. Zocks fills more than 370 fields in eMoney or RightCapital from a single conversation and writes back to more than 40 systems.
- You want the lowest published entry price. Zocks Essentials costs $67 per user a month billed annually, or $80 monthly, against $100 per adviser a month for Jump's Meet.
- You want a public list of security controls. Zocks names its SOC 2 Type II attestation and lists its controls by area on its security page, including annual penetration testing and removal of customer data when a customer leaves.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Jump and Zocks are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI FinTech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Jump | Zocks | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | Not published | 2022 |
| Headquarters | Salt Lake City, Utah, United States | San Francisco, California, United States |
| Website | jump.ai | www.zocks.io |
Side by Side
Select any grade to read the note behind it.
| Axis | J Jump |
Z Zocks |
|---|---|---|
| AI Centrality | ||
| Autonomy and Oversight Model | ||
| Model Risk Management and Transparency | ||
| Operational and Outcome Evidence | ||
| AI Safety and Data Stewardship | ||
| GLBA and Data Privacy Posture | ||
| Security Certifications and Trust Center | ||
| Regulatory Status and Licensure | ||
| AI Governance and Bias Disclosure | ||
| AI Liability and Recourse | ||
| Model Supply Chain Disclosure | ||
| Core Systems and Integration Depth | ||
| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
Jump
Jump is an AI platform for financial advisers that covers the meeting cycle, client onboarding and practice growth. Meet prepares briefs and agendas, takes notes in virtual, in person and phone meetings, writes structured data back to the CRM and drafts follow ups, with every output held for adviser approval. According to the AI FinTech Index, Jump connects to more than 40 systems in both directions, including Schwab, Orion, eMoney and RightCapital, and maps outputs to custom fields and objects. Meet costs $100 per adviser a month, with Onboard and Grow at $50 each. Jump states SOC 2 Type II and zero retention terms with its model providers, which it does not name.
Source: AI FinTech Index, 2026
Zocks
Zocks is an AI platform for financial advisers that turns client conversations into structured data. Its assistant joins calls and transcribes them with speaker attribution, never recording audio or video. It then prepares meetings, writes notes, fills forms, drafts client emails and answers questions across a whole book, such as which clients hold assets elsewhere. Zocks reads from and writes back to more than 40 systems, filling more than 370 fields in eMoney or RightCapital from one conversation, and connects Claude, ChatGPT and Gemini through MCP. Plans run from $67 to $184 per user a month billed annually. Zocks names a SOC 2 Type II attestation with a public control list and says captured data never trains language models.
Source: AI FinTech Index, 2026
Common questions
Is Jump better than Zocks?
It depends on your recording policy and how much of the client lifecycle you want in one product. Jump fits a firm that wants to choose whether to keep audio, wants onboarding and growth tools alongside meetings, and wants the most widely used notetaker. Zocks fits a firm that wants no recording ever, a lower entry price and deep writes into planning software. Both hold output for adviser review. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Does either keep a recording?
Jump can, if the firm chooses full audio and video, and it can also run with no recording at all. Zocks never records audio or video. It keeps transcripts and summaries under each firm's retention policy, which can delete them on demand or on a schedule by the hour, day or month. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
What do Jump and Zocks cost?
Both publish prices. Jump's Meet costs $100 per adviser a month, with Onboard and Grow at $50 each and up to 20 percent off for annual billing. Zocks costs $67, $117 or $184 per user a month billed annually for Essentials, Professional and Ultimate, or $80, $140 and $220 monthly. Enterprise terms are quoted at both. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
How does each handle client data and model training?
Jump's master services agreement bars training on customer data, its agreements with model providers carry zero retention and no training clauses, and it redacts nonpublic personal information from transcripts. Zocks says captured data is never used to train language models and lets firms set retention down to individual records. Neither names its model providers, and Jump stores data in the region the customer designates. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers. The full set for this category is on the Wealth & Advisory AI page.
Market share figures come from the T3/Inside Information 2026 Software Survey, produced by Bob Veres and Joel Bruckenstein from 2,906 advisory firm responses, and Jump's own comparison page cites the same survey. Prices come from each vendor's pricing page, and integration lists from each vendor's summary for AI assistants. Jump's terms come from its master services agreement, and Zocks' from its terms of service, last updated 8 October 2025. Neither publishes an accuracy figure for its notes.