Bloks.app Secures US$1.5M in Seed Funding

The worlds smartest Personal CRM for Financial Advisors and Bankers

Managing client relationships shouldn’t be an afterthought. Bloks keeps everything organized—so you can focus on delivering exceptional results.

Why Financial Advisors and Bankers Love Bloks

Stay on top of client interactions

Bloks automatically gathers everything about your clients—public insights, news, emails, client details, and call notes—all in one place. It’s organized and summarized the way you need it.

Team icon

Always be prepared

Heading into a meeting with a prospect, client, or professional contact? Bloks delivers tailored briefs with the key insights you need to make every interaction count.

Briefs icon

Save time

No more wasting hours on manual tasks like updating CRMs or hunting down information. Bloks takes care of it for you.

Time icon

Keep your team in sync

Share insights, notes, and progress instantly. With Bloks, your team is always on the same page.

Sync icon

Why it’s different

Bloks doesn’t just organize your work—it makes it better. It’s simple. It’s smart. And it just works.

Organize icon

Get started today

Bloks is ready when you are. Let it handle the details, so you can focus on the big picture.
Try Bloks Now >

Bloks b icon
Get Started for FreeCompatibility logos - Apple, Microsoft, iOS, Android

Built for relationship builders

Bloks for individuals

Use Bloks on your own. No integration required, no collaboration required. Just install and let Bloks do its magic. Be the smartest, most prepared and most responsive person in the room.
Get Bloks FREE!
Versus VS

Bloks for teams

Take Bloks to the next level by using BLOKS for teams! Get richer insights on the people and companies you are meeting by leveraging team shared communications.
Get Bloks FREE!
Smart move...
Enter your email to join other leading firms in our exclusive pilot (limited spots left).
Your submission has been received. A representative from Bloks will be reaching out soon!
Oops! Something went wrong while submitting the form.