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 107 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
65

United States Of America
64
Canada
1

Europe
38

Hungary
37
Latvia
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. 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

2024

Sales
Engineering
Administrative
Media & Communications
Product Management
Other

Contact profiles from Zocks | AI for Advisors

Name

Title

Contact Info

Location

Last Update

C. H.
Account Executive
Mobile Phone
Email
United StatesTennessee
Nov 16, 2025
J. K.
Staff Engineer
Mobile Phone
Email
Hungary
Jan 27, 2026
S. S.
Revenue Operations Associate
Mobile Phone
Email
Dec 17, 2025
B. J.
Software Engineer
Mobile Phone
Email
Hungary
Jan 27, 2026
P. Z.
Hr & Operations Generalist
Mobile Phone
Email
Hungary
Feb 02, 2026
G. C.
Revenue Operations Systems Engineer
Mobile Phone
Email
United StatesIdaho
Jan 27, 2026
L. O.
Talent Sourcer
Mobile Phone
Email
Hungary
Feb 03, 2026
J. R.
Support Specialist
Mobile Phone
Email
United StatesColorado
Apr 29, 2025
M. D.
Asociate Implementation Manager
Mobile Phone
Email
United StatesColorado
Jan 23, 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. 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 107 employees as of February 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 February 2026, Zocks | AI for Advisors's key employees include:

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

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