Zocks | AI for Advisors
Zocks sells AI software that automates administrative tasks for financial advisors, claiming to save users 10+ hours weekly. The San Francisco-based company has raised $64M and employs 186 people.
The growth story
Zocks | AI for Advisors grew from 1 to 186 employees between 2021 and 2026, raising $64M along the way, most recently a Series B in January 2026.
About
Zocks provides an AI platform that handles administrative tasks like meeting notes, client emails, and account opening forms for financial advisors. Its software integrates with existing systems to turn client conversations into structured data, aiming to improve efficiency and client relationships.
The company has raised $64M in funding, including a Series B round in 2026. It counts major firms like Carson Group and Commonwealth among its customers, though its exact user count isn't disclosed.
Founders and leadership
Sales is Zocks' largest function with 55 employees, suggesting a strong focus on customer acquisition. The company's leadership includes founders with backgrounds in financial technology and AI.
The Zocks | AI for Advisors org chart
Mark Gilbert (Co-Founder and CEO) leads 60 mapped leaders with 7 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Sales 58 (+222% YoY), Engineering 33 (+83% YoY), Operations 17 (+143% YoY), Marketing 16 (+167% YoY), Information Technology 12 (+200% YoY), Business Development 8 (+33% YoY).
Talent flow
Zocks draws heavily from financial tech firms, with Hearsay and Nitrogen being its top talent sources. Employees typically stay for about one year before moving on, often to other fintech companies.
Most common previous employers of Zocks | AI for Advisors staff: Hearsay (21), Nitrogen (13), 6sense (5), Homebot (4), Wealthbox (4), evosoft (4). Former Zocks | AI for Advisors employees most often moved to IntrAgile (1), Microsoft (1), Startup (1), Advisor360° (1), SMArtX Advisory Solutions (1), Bankmonitor (1).
Alumni worth knowing
Hiring now
Web traffic
Traffic mix: 72% direct, 9% search, 3% social, 1% paid.
What this company is made of
Most common skills at Zocks | AI for Advisors: Leadership (75), Customer Service (63), Microsoft Office (58), Sales (58), Communication (56), Microsoft Excel (51), Management (49), Project Management (48).
Where the team actually sits
Zocks | AI for Advisors people are concentrated in Budapest, Hungary (22), Colorado, United States (19), Hungary (16), California, United States (11). 3 offices on record.
Search footprint
Zocks | AI for Advisors attracts about 184 organic search visits a month, traffic worth roughly $3K a month if bought through ads. It gained 31 ranking keywords and lost 29 in the last period.
Frequently asked
Zocks | AI for Advisors has 186 employees as of September 2026.
Zocks | AI for Advisors has raised $64M in total, most recently a Series B round in January 2026.
Zocks | AI for Advisors was founded in 2022 by Mark Gilbert, Ákos Ratku.
Mark Gilbert (Co-Founder and CEO) sits at the top of Zocks | AI for Advisors's reporting structure, with 7 direct reports.
The most common previous employers of current Zocks | AI for Advisors staff are Hearsay (21 people), Nitrogen (13 people), 6sense (5 people).
Former Zocks | AI for Advisors employees most often move to IntrAgile (1), Microsoft (1), Startup (1).
Zocks | AI for Advisors attracts about 184 organic search visits a month, worth roughly $3K a month in equivalent ad spend.
The most common skills among Zocks | AI for Advisors staff are Leadership, Customer Service, Microsoft Office, Sales, Communication.
Zocks | AI for Advisors staff are concentrated in Budapest, Hungary (22), Colorado, United States (19), Hungary (16).
Zocks | AI for Advisors has about 58 people in Sales, up 222% over the past year, as of September 2026.
Zocks | AI for Advisors has about 33 people in Engineering, up 83% over the past year, as of September 2026.
Computed from 155 current and 16 former Zocks | AI for Advisors profiles, as of September 2026. Source: Crustdata.
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