Zocks | AI for Advisors
Software Development • 
San Francisco, California, United States • 51-100 Employees
Company overview
| Headquarters | San Francisco, California, United States |
| Website | |
| Founded | 2022 |
| Employees | 51-100 |
| Socials |
Key Contacts at Zocks | AI for Advisors
Mark Gilbert
Co-Founder And Ceo
Ákos Ratku
Co-Founder, Cto
Nate Slayton
Senior Director Of Product Marketing
Joe Wesolaski
Managing Director, Enterprise Sales
Connie Sung Moyle
Senior Director, Communications & Content
Shawn P. Preisler
Managing Director Of Revenue
Nick Swingle
Director Strategic Marketing
Zocks | AI for Advisors Email Formats
Zocks | AI for Advisors uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@zocks.io), used 65% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@zocks.io | 65% |
{first initial}.{last name} | j.doe@zocks.io | 31.7% |
{first name} | john@zocks.io | 3.3% |
About Zocks | AI for Advisors
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.
Zocks | AI for Advisors revenue & valuation
| Annual revenue | $7,015,510 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $22,500,000 |
| Total funding | $19,300,000 |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Zocks | AI for Advisors has 56 employees across 15 departments.
Departments
Number of employees
Funding Data
Explore Zocks | AI for Advisors's funding history, including investment rounds, total capital raised, and key backers.
Zocks | AI for Advisors Tech Stack
Discover the technologies and tools that power Zocks | AI for Advisors's digital infrastructure, from frameworks to analytics platforms.
Advertising
JavaScript libraries
JavaScript libraries
Analytics
JavaScript libraries
Affiliate programs
CDN
Advertising
JavaScript libraries
Miscellaneous
Security
Appointment scheduling
New Zealand
Brazil
Frequently asked questions
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