What departments does Zocks | AI for Advisors have?

Zocks | AI for Advisors has employees across 9 departments including Engineering, Marketing, Product Management, Solutions Engineering, Human Resources.

What is the largest department at Zocks | AI for Advisors?

The largest department at Zocks | AI for Advisors is Engineering with 12 employees.

Where are Zocks | AI for Advisors employees located globally?

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

How has Zocks | AI for Advisors's team size changed over time?

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

Zocks | AI for Advisors Employee Directory

Software DevelopmentCalifornia, United States51-200 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 | AI for Advisors Global Highlights

North America
113

United States Of America
111
Canada
2

Europe
49

Hungary
46
United Kingdom Of Great Britain And Northern Ireland
2
Latvia
1

Africa
1

Namibia
1

Asia
1

China
1

Zocks | AI for Advisors'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
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
V. P.
Senior Product Manager
Mobile Phone
Email

Zocks | AI for Advisors Employee Metrics

100%

50%

0%

2026

2025

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

Contact profiles from Zocks | AI for Advisors

Name

Title

Contact

Location

Last Update

M. M.
Senior Software Engineer
Mobile Phone
Email
Hungary
Aug 25, 2026
A. M.
Sales Development Representative
Mobile Phone
Email
Sep 01, 2026
M. K. A.
Sales Development Representative
Mobile Phone
Email
Sep 01, 2026
P. Z.
Hr & Operations Generalist
Mobile Phone
Email
Hungary
Jun 28, 2026
B. J.
Software Engineer
Mobile Phone
Email
Hungary
Jun 29, 2026
L. O.
Talent Sourcer
Mobile Phone
Email
Hungary
May 01, 2026

Frequently Asked Questions

What is Zocks | AI for Advisors known for?

Zocks | AI for Advisors was founded in 2022 and 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 First.Last@zocks.io. 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 185 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Africa.

Who are Zocks | AI for Advisors's key employees and leadership?

As of August 2026, Zocks | AI for Advisors's key employees include:

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

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Zocks | AI for Advisors Employee Directory

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