Mili vs Zocks (2026)
The decision between Mili and Zocks turns on how far past the meeting you want the AI to reach, and how much of its supply chain you want named. Both capture client meetings without keeping audio by default, and both hold output for review. Zocks never records, writes notes with speaker attribution, and fills more than 370 fields in eMoney or RightCapital from a single conversation across more than 40 two way integrations. Mili adds agents that prepare onboarding and transfer paperwork and, through TradePMR, open accounts and create trades, each held until an authorized user approves it. Mili names every model and speech provider and keeps client data in the AWS North Virginia region, while Zocks names AWS for hosting but not the models behind its notes. Zocks publishes its prices, from $67 per user a month billed annually, and Mili publishes none. Zocks is far more widely used, with 10.22 percent of advisory firms in the T3/Inside Information 2026 survey against 1.20 percent for Mili.
- Your vendor review wants named suppliers. Mili's subprocessor page names OpenAI, Anthropic and Google for language models and AssemblyAI and Deepgram for speech, all under zero retention terms, and client data sits in the AWS North Virginia region.
- You want the agents to reach the custodian. Through TradePMR, Mili can open accounts and create trades from a meeting, alongside updates to Redtail, Wealthbox, Salesforce and eMoney, each held for adviser approval.
- Your firm wants the option to keep audio. Mili lets a firm switch audio capture on, with real time deletion after transcription available, while Zocks never records at all.
- Your security review asks for an ISO certificate as well as SOC 2. Mili holds ISO/IEC 27001:2022 for its platform and a SOC 2 Type II report shared under NDA, with annual penetration tests and audit logs kept for seven years.
- You want prices you can budget from. Zocks publishes three per user tiers, Essentials at $67, Professional at $117 and Ultimate at $184 a month billed annually, or $80, $140 and $220 monthly.
- 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 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.
- You want questions answered across the whole book. Zocks surfaces held away assets, planning opportunities and major life events across clients, and its MCP server lets advisers reach that data from Claude, ChatGPT or Gemini.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Mili 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
| Mili | Zocks | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | Not published | 2022 |
| Headquarters | Sunnyvale, California, United States | San Francisco, California, United States |
| Website | getmili.ai | www.zocks.io |
Side by Side
Select any grade to read the note behind it.
| Axis | M Mili |
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
Mili
Mili sells AI agents to wealth advisers at RIAs and broker dealers in the United States. Its meeting agent captures Zoom, Teams, phone and in person conversations without a bot in the call, writes notes against the firm's templates and redacts sensitive details, with audio recording off by default. A wider agent suite updates CRMs, fills eMoney and onboarding forms, prepares ACAT transfer paperwork and can open accounts and create trades through TradePMR. Nothing syncs or sends until an authorized user approves it. According to the AI FinTech Index, Mili names OpenAI, Anthropic, Google, AssemblyAI and Deepgram as its model and speech providers and holds SOC 2 Type II and ISO/IEC 27001:2022. It publishes no price and offers a 14 day trial.
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 Mili better than Zocks?
It depends on whether you want named suppliers and custodian actions, or published prices and deep planning integration. Mili names every model and speech provider, keeps data in a named AWS region and can open accounts and create trades through TradePMR. Zocks publishes its prices, fills planning software from a single conversation and is far more widely used. Both hold output for review and keep no audio by default. 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 of the client meeting?
Zocks never does. It keeps transcripts and summaries, which each firm can delete on demand or on a schedule by the hour, day or month. Mili keeps no recording by default either, but a firm can switch audio capture on and have it deleted as soon as it is transcribed. With no audio kept, a disputed note can be compared only with whatever transcript the firm retains. 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 Mili and Zocks cost?
Zocks publishes per user prices, with Essentials at $67, Professional at $117 and Ultimate at $184 a month billed annually, or $80, $140 and $220 monthly, and add ons at $25. Mili publishes no price. It offers a 14 day free trial and sets plans at sign up or in an order. 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.
Which models sit behind each?
Mili names them. OpenAI, Anthropic and Google supply its language models and AssemblyAI and Deepgram its speech to text, all under zero data retention terms. Zocks describes its stack as proprietary, names AWS for hosting and says its AI features use language models from trusted third party providers without naming them. It states that captured data is never used to train those models. 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. Zocks' integration list and field count come from its own summary for AI assistants, and its prices, control list and data commitments from its pricing and privacy and security pages. Mili's terms, privacy policy and subprocessor page were updated 6 and 8 October 2026. Neither publishes an accuracy figure for its notes.