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Zocks

A venture capital-backed AI startup using artificial intelligence to bridge human conversations with enterprise systems, starting with financial services.

New York Full-time Posted 1mo ago fintechai
$190k–$215k/yr Apply directly →

About Zocks

Zocks is transforming how financial advisors serve their clients. The advisory industry runs on relationships, but for too long advisors have been buried in the administrative work that surrounds those relationships. We are changing that. Our AI platform handles the operational layer of the advisor's practice so they can focus entirely on their clients, and the result is better advice, deeper relationships, and stronger business outcomes for the firms that trust us. We are backed by Lightspeed, QED, and Motive Partners, trusted by more than 2,000 advisory firms, and growing fast.

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