Zocks | AI for Advisors Company Profile, Contacts & Intelligence

Software DevelopmentSan Francisco, California, United States69 employeesFounded 2022
4 contacts with email or phone data4 with email data4 with phone data
View verified contacts Compare competitors
Employees
69
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts

Zocks | AI for Advisors Overview

The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.

Headquarters
San Francisco, California, United States
Website
www.zocks.io
Industry
Software Development
Founded
2022
NAICS
Software Publishers
New York

Zocks | AI for Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 4 with phone data in the visible sample.

Zocks | AI for Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Joe Wesolaski
Enterprise Solutions
EP
D
Drew Dimarino
President - Chief Revenue Officer - CRO
EP
T
Tamas Abraham
Growth Product Manager at Zocks
EP
M
Mark Gilbert
Founder & CEO at Zocks
EP

Zocks | AI for Advisors Workforce Composition

Seniority breakdown across 4 visible profiles.

Executive
2
Manager
1
Individual contributor
1

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