Bloks, a startup aiming to redefine how financial advisors manage their client relationships, has secured $216K in new funding. Billing itself as the "Un-CRM," the company promises to give advisors a full day back each week by streamlining tasks that traditional customer relationship management systems often complicate.
The firm emphasizes data privacy and user control, holding SOC 2 Type II certification and ensuring client data is never used for AI training. With flexible client consent and Canadian data residency, Bloks positions itself as a secure and time-efficient alternative for advisors.
