Zocks | AI for Advisors Employee Directory

Q: What is Zocks | AI for Advisors known for?

Zocks | AI for Advisors was founded in 2022. Zocks | AI for Advisors operates in the Software Development industry.

Q: How many employees does Zocks | AI for Advisors have currently?

Zocks | AI for Advisors has approximately 128 employees.

Software DevelopmentCalifornia, United States51-200 Employees

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, 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.

Find Zocks | AI for Advisors employees' phone numbers or email addresses

Zocks | AI for Advisors Global Highlights

North America
77

United States Of America
76
Canada
1

Europe
40

Hungary
38
Latvia
1
United Kingdom Of Great Britain And Northern Ireland
1

Africa
1

Namibia
1

Asia
1

China
1

Zocks | AI for Advisors's Leadership

D. D.
Chief Revenue Officer
Mobile Phone
Email
S. L.
Chief Strategy Officer (cso)
Mobile Phone
Email
M. M. H.
Chief Evangelist
Mobile Phone
Email
D. S.
Chief Of Staff
Mobile Phone
Email
E. J. P.
Vp Of Revenue Operations
Mobile Phone
Email
C. C.
President
Mobile Phone
Email
M. D.
Head Of Enterprise Solutions
Mobile Phone
Email
C. G.
Head Of Design
Mobile Phone
Email

Zocks | AI for Advisors Employee Metrics

100%

50%

2026

2025

Sales
Engineering
Administrative
Media & Communications
Product Management
Other
Program & Project Management

Contact profiles from Zocks | AI for Advisors

Name

Title

Contact Info

Location

Last Update

D. D.
Chief Revenue Officer
Mobile Phone
Email
United StatesGeorgia
Mar 17, 2026
C. C.
President
Mobile Phone
Email
United StatesLouisiana
May 14, 2025
Á. R.
Co-Founder, Cto
Mobile Phone
Email
Hungary
Mar 19, 2026
S. L.
Chief Strategy Officer (cso)
Mobile Phone
Email
United StatesColorado
Mar 18, 2026
M. M. H.
Chief Evangelist
Mobile Phone
Email
United StatesMichigan
Mar 19, 2026
J. H.
Executive Vice President, Product
Mobile Phone
Email
United StatesTennessee
Mar 11, 2026
E. J. P.
Vp Of Revenue Operations
Mobile Phone
Email
United StatesNew York
Mar 18, 2026
M. D.
Head Of Enterprise Solutions
Mobile Phone
Email
United StatesTennessee
Mar 14, 2026
D. S.
Chief Of Staff
Mobile Phone
Email
United StatesNew York
Mar 17, 2026
C. G.
Head Of Design
Mobile Phone
Email
Hungary
Feb 12, 2026

Frequently Asked Questions

What is Zocks | AI for Advisors known for?

Zocks | AI for Advisors was founded in 2022 operates in the Software Development industry. The company's main headquarters is located in San Francisco, California United States. Explore Zocks | AI for Advisors's company overview page for more information.

What is Zocks | AI for Advisors's most common email format?

Zocks | AI for Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zocks | AI for Advisors email formats with LeadIQ.

How many employees does Zocks | AI for Advisors have currently?

Zocks | AI for Advisors has approximately 128 employees as of March 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Zocks | AI for Advisors's key employees and leadership?

As of March 2026, Zocks | AI for Advisors's key employees include:

Chief Revenue Officer: D. D.
Chief Strategy Officer (cso): S. L.
Chief Evangelist: M. M. H.
Chief Of Staff: D. S.
Vp Of Revenue Operations: E. J. P.

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