Hightower Taps Zocks as Exclusive AI Assistant for Its Advisor Network

Wealthtech platform Zocks has been selected as the exclusive AI assistant for financial advisors at Hightower, as the firm looks to automate administrative and operational work and free up more time for client-facing activity.

Under the partnership, Zocks will automatically capture information and context from client conversations, convert it into structured data and sync it across the core systems used by Hightower advisors, including Salesforce as well as financial planning and portfolio management tools. Advisors will be able to prepare for meetings more efficiently and leave each meeting with notes and follow-up tasks immediately sent to clients and updated across connected systems.

An initial pilot that tested two AI platforms led Hightower to choose Zocks. Advisors reported strong enthusiasm for the technology’s ability to streamline workflows and save hours of administrative time each week, the firms said. Hightower also cited Zocks’ comprehensive two-way integrations, enterprise-wide client insights and tailored support as key differentiators.

“Hightower has made significant investments in building a highly customized wealth platform designed to help our advisors deliver an exceptional client experience at scale,” said Larry Restieri, CEO of Hightower. “Zocks stood out as an AI technology partner because of its advanced analytics, integrations, security and compliance capabilities.”

The Hightower partnership follows Zocks’ collaboration with Wealth.com and the $45 million Series B fundraise, which brought the San Francisco–based firm’s total funding to $65 million following its $13.8 million Series A in March 2025, in February.