Zocks Information

View Top Employees from Zocks

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.

Website	https://www.zocks.io
Employees	185 (137 on RocketReach)
Founded	2022
Industry	Software Development
Keywords	Financial Advisor Tools, Meeting Notes Software, Crm Integration, Wealth Management Technology, Financial Planning Software, Advisor Productivity Tools, Financial Services Technology, Meeting Automation, Follow Up Automation, Wealthtech, Fintech, Practice Management Software, Client Relationship Management, Sales Productivity, Digital Meeting Solutions
Competitors	Google, Adobe, Optimizely, FullStory, Heap, VWO, Kameleoon, Convert.com, SiteSpect, Inc., Coveo Qubit. +51 more (view full list)

Zocks Questions

Who is the Co-Founder and CEO of Zocks?

Mark Gilbert is the Co-Founder and CEO of Zocks.

How many people are employed at Zocks?

137 people are employed at Zocks.

Where is Zocks based?

Zocks is based in San Francisco, California.

Top Zocks Employees

Mark Gilbert

Co-Founder and CEO at Zocks

San Francisco, CA, US
4
- yahoo.com
- googlemail.com
- zocks.io
- zocks.com
5+
- +1 206-323-XXXX
- +1 206-397-XXXX
- +1 425-882-XXXX
- +1 425-936-XXXX
- +1 415-896-XXXX
- +1 650-515-XXXX
Laurence Trifon

Chief Operating Officer at Zocks

Boulder, CO, US
3
- gmail.com
- zocks.io
- zocks.com
5+
- +1 925-253-XXXX
- +1 708-562-XXXX
- +1 303-625-XXXX
- +1 570-000-XXXX
- +1 650-996-XXXX
- +1 925-258-XXXX
Drew Dimarino

Chief Revenue Officer at Zocks

Atlanta, GA, US
4
- yahoo.com
- gmail.com
- zocks.io
- zocks.com
5+
- +1 704-526-XXXX
- +1 610-684-XXXX
- +1 856-506-XXXX
- +1 856-906-XXXX
- +1 856-384-XXXX
- +1 610-684-XXXX
Ákos Ratku

Co-Founder, CTO at Zocks

Hungary
3
- zocks.io
- gmail.com
- zocks.com
2
- +36 30 867 XXXX
- +36 30 428 XXXX
Michael Murphy

VP of Marketing at Zocks

San Francisco, CA, US
4
- gmail.com
- zocks.io
- cision.com
- zocks.com
5
- +1 805-464-XXXX
- +1 510-379-XXXX
- +1 415-692-XXXX
- +1 805-286-XXXX
- +1 310-849-XXXX
Shawn Preisler

Managing Director of Revenue at Zocks

United States
3
- gmail.com
- zocks.io
- zocks.com
4
- +1 262-284-XXXX
- +1 262-751-XXXX
- +1 262-388-XXXX
- +1 414-226-XXXX
Steven Latow

Chief Strategy Officer (CSO) at Zocks

Denver, CO, US
4
- gmail.com
- zocks.io
- cision.com
- zocks.com
1
- +1 530-383-XXXX
Joe Wesolaski

Managing Director, Enterprise Sales at Zocks

Boston, MA, US
3
- gmail.com
- zocks.io
- zocks.com
3
- +1 617-875-XXXX
- +1 617-986-XXXX
- +61 2 8224 XXXX
Mike Agarwal

Vice President Enterprise Sales at Zocks

Reno, NV, US
2
- gmail.com
- zocks.io
3
- +1 415-692-XXXX
- +1 617-447-XXXX
- +1 510-972-XXXX
Jim Hardeman

Executive Vice President, Product at Zocks

Chattanooga, TN, US
3
- gmail.com
- zocks.io
- zocks.com
3
- +1 760-431-XXXX
- +1 626-437-XXXX
- +1 760-492-XXXX