- Location
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- Roles tracked
- 0
- In pipeline
- 0
- Tracking since
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At a glance
You're tracking 0 roles at Zocks. Track a role to start building momentum here.
Company intel
From the job board · LinkedIn data via posting sync- Industry
- Software Development
- Company size
- 208 people
- Headquarters
- San Francisco, CA +3 more
- Founded
- 2022
- Type
- Privately Held
- Total funding
- $64.3M
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
Artificial Intelligence (AI)
Enterprise Software
Financial Services
Information Technology
Software
Web Development
