Zocks
United States
About Zocks
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, forms, data entry, 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.
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Facts
- Category
- Other
- Company size
- ~70 employees
- Headquarters
- United States
- Offices
- 2 offices
- Website
- zocks.com
Hiring activity
4 open roles right now · 1 added in the last 30 days
Most recent posting: June 26, 2026
Roles they hire for:
- Support Specialist
- Sales Program Manager
- Controller
- Senior Cloud Platform Engineer
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