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 82 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, 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
54

United States Of America
53
Canada
1

Europe
32

Hungary
31
Latvia
1

Africa
1

Namibia
1

Asia
1

China
1

Zocks | AI for Advisors's Leadership

D. D.
Chief Revenue Officer
Mobile Phone
Email
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
S. L.
Vice President Of Business Operations
Mobile Phone
Email
C. C.
President
Mobile Phone
Email
M. D.
Head Of Enterprise Solutions
Mobile Phone
Email
L. K.
Head Of Relationship Management
Mobile Phone
Email

Contact profiles from Zocks | AI for Advisors

Name

Title

Contact Info

Location

Last Update

D. D.
Chief Revenue Officer
Mobile Phone
Email
United StatesGeorgia
Dec 15, 2025
C. C.
President
Mobile Phone
Email
United StatesLouisiana
May 14, 2025
Á. R.
Co-Founder, Cto
Mobile Phone
Email
Hungary
Dec 15, 2025
M. H.
Chief Evangelist
Mobile Phone
Email
United StatesMichigan
Dec 15, 2025
J. H.
Executive Vice President, Product
Mobile Phone
Email
United StatesTennessee
Dec 15, 2025
M. D.
Head Of Enterprise Solutions
Mobile Phone
Email
United StatesTennessee
Dec 17, 2025
E. J. P.
Vp Of Revenue Operations
Mobile Phone
Email
United StatesNew York
Dec 17, 2025
S. L.
Vice President Of Business Operations
Mobile Phone
Email
United StatesColorado
Dec 15, 2025
D. S.
Chief Of Staff
Mobile Phone
Email
United StatesNew York
Dec 16, 2025
L. K.
Head Of Relationship Management
Mobile Phone
Email
United StatesMississippi
Dec 15, 2025

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. 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 82 employees as of December 2025. These team members are located across 4 continents, including North AmericaEuropeAfrica.

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

As of December 2025, Zocks | AI for Advisors's key employees include:

Chief Revenue Officer: D. D.
Chief Evangelist: M. H.
Chief Of Staff: D. S.
Vp Of Revenue Operations: E. J. P.
Vice President Of Business Operations: S. L.

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