What departments does Zocks have?

Zocks has employees across 7 departments including Marketing, Engineering, Product Management, Operations, Recruiting.

What is the largest department at Zocks?

The largest department at Zocks is Engineering with 11 employees.

Where are Zocks employees located globally?

Zocks has employees across 4 continents and 7 countries including Namibia, China, Hungary, Latvia, United Kingdom Of Great Britain And Northern Ireland.

How has Zocks's team size changed over time?

Zocks's team has grown from approximately 60 to 147 employees based on available data.

Zocks Employee Directory

Software DevelopmentCalifornia, United States201-500 Employees

Zocks | AI for Advisors is a San Francisco-based software company that provides an AI assistant tailored for the financial services sector. The platform prioritizes privacy and offers enterprise-ready controls, helping financial advisors manage administrative work more efficiently. By automating tasks such as meeting notes, client intake and account-opening forms, and personalized emails, it frees advisors to focus more on client relationships. The product is used by thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas. 

Zocks operates in the software development industry, turning client conversations into structured data and insights that support relationship management and business growth. It is a mid-sized company based in California focused on AI-enabled infrastructure for financial advisory practice. In June 2026, Zocks announced an integration with Conquest Planning to help advisors move from client conversations to a financial plan.

Zocks Global Highlights

North America
116

United States Of America
113
Canada
3

Europe
51

Hungary
48
United Kingdom Of Great Britain And Northern Ireland
2
Latvia
1

Africa
1

Namibia
1

Asia
1

China
1

Zocks's Leadership

Á. R.
Co-Founder, Cto
Mobile Phone
Email
T. A.
Director Of Growth
Mobile Phone
Email
L. H.
Engineering Manager
Mobile Phone
Email
F. M.
Senior Product Manager
Mobile Phone
Email
D. T.
Country Manager
Mobile Phone
Email
H. O.
Principal Implementation Manager
Mobile Phone
Email
A. H. A.
Engineering Manager, Infrastructure
Mobile Phone
Email
D. R. V.
Senior Content Marketing Manager
Mobile Phone
Email

Zocks Employee Metrics

100%

50%

0%

2026

2025

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

Contact profiles from Zocks

Name

Title

Contact

Location

Last Update

Á. R.
Co-Founder, Cto
Mobile Phone
Email
Hungary
Oct 11, 2026
T. A.
Director Of Growth
Mobile Phone
Email
United Kingdom, England
Oct 04, 2026
L. H.
Engineering Manager
Mobile Phone
Email
Hungary
Jul 01, 2026
F. M.
Senior Product Manager
Mobile Phone
Email
Hungary
Oct 01, 2026
D. T.
Country Manager
Mobile Phone
Email
Canada, Ontario
Oct 07, 2026
H. O.
Principal Implementation Manager
Mobile Phone
Email
Oct 04, 2026
A. H. A.
Engineering Manager, Infrastructure
Mobile Phone
Email
Hungary
Sep 23, 2026
D. R. V.
Senior Content Marketing Manager
Mobile Phone
Email
Hungary
Sep 28, 2026
V. P.
Senior Product Manager
Mobile Phone
Email
Hungary
Oct 14, 2026
A. T.
Hr&operations Manager
Mobile Phone
Email
Hungary, Pest
Jul 15, 2026

Frequently Asked Questions

What is Zocks known for?

Zocks was founded in 2022 and operates in the Software Development industry. Explore Zocks's company overview page for more information.

What is Zocks's most common email format?

Zocks employees' email format typically follows the pattern of First.Last@zocks.io. Trying to find reliable and up-to-date employee contact data? Find more Zocks email formats with LeadIQ.

How many employees does Zocks have currently?

Zocks has approximately 203 employees as of October 2026. These team members are located across 4 continents, including North America, Europe and Africa.

Who are Zocks's key employees and leadership?

As of October 2026, Zocks's key employees include:

Co-Founder, Cto: Á. R.
Director Of Growth: T. A.
Engineering Manager: L. H.
Senior Product Manager: F. M.
Country Manager: D. T.

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Zocks Employee Directory

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