Zocks | AI for Advisors
Software Development
San Francisco, California, United States
69 employees
- Employees
- 69
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Zocks | AI for Advisors Overview
- Headquarters
- San Francisco, California, United States
- Website
- www.zocks.io
- Industry
- Software Development
- Employees
- 69
- Founded
- 2022
- Funding
- 13.8M
- NAICS
-
Software Publishers
Keywords
About Zocks | AI for Advisors
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.
Zocks | AI for Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Zocks | AI for Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joe Wesolaski | Enterprise Solutions | Greater Boston, United States |
Email
Phone
|
| Drew Dimarino | President - Chief Revenue Officer - CRO | Atlanta, Georgia, United States |
Email
Phone
|
| Tamas Abraham | Growth Product Manager at Zocks | Budapest, Hungary |
Email
Phone
|
| Mark Gilbert | Founder & CEO at Zocks | San Francisco, California, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Manager
1 profile
Individual contributor
1 profile
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