About Zocks
Zocks is an enterprise-grade, privacy-first AI platform founded in 2022 and headquartered in San Francisco that transforms client interactions into structured, actionable intelligence for financial advisors and firms. The platform automates administrative workflows including meeting notes, intake forms, client emails, and CRM updates — without recordings. It serves thousands of advisory firms and integrates bi-directionally with CRM and wealth management systems to surface client insights and drive business growth.
Company details
Funding
Total raised
$65M
Last stage
Series B
Investors
Founders
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.