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Zocks
Zocks

Zocks

Zocks is a privacy-first AI platform that automates operational workflows for financial advisors, enabling them to streamline client meetings, build financial plans faster, and reduce post-meeting administrative work from 45-60 minutes to under 5 minutes. The platform integrates with advisors' existing technology stacks to populate CRM systems, financial planning tools, and client documents while uncovering new revenue opportunities within their client base, helping advisors save 10+ hours per week.

Company Details

Stage
Series B
Locations
Denver +1
Open Roles
17
https://www.zocks.io

Recent Fundraise

$45M
Series B

8 months ago

Open Positions (17)

Senior Product Manager

full time·6 months ago·Budapest

Staff Product Designer

full time·6 months ago·Budapest

Product Designer

full time·6 months ago·Budapest

Senior Product Designer

full time·6 months ago·Budapest

Support Specialist

full time·6 months ago·Denver

Junior Product Designer

full time·6 months ago·Budapest

Senior Implementation Manager – Solutions Delivery

full time·6 months ago·Denver

Growth Marketing Specialist

full time·6 months ago·Budapest

Marketing Automation Expert (Hubspot)

full time·6 months ago·Budapest

Account Manager

full time·6 months ago·Denver

Senior IT Recruiter

full time·6 months ago·Budapest

HR Director

full time·6 months ago·Budapest

Senior Software Engineer

full time·6 months ago·Budapest

Senior Infrastructure Security Engineer

full time·6 months ago·Budapest

Senior DevOps Engineer

full time·6 months ago·Budapest

Senior Python Developer

full time·6 months ago·Budapest

Senior Full Stack Engineer

full time·6 months ago·Budapest

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