Zocks
zocks.io
Actively hiring
Wealth Management
Financial AI
FinTech
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News
Technologies
Salaries
Products
People
Growth
Offices
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Financials
Overview
Founded in 2023, Zocks is an AI-powered platform designed specifically for financial advisors to streamline client interactions and administrative tasks. The software acts as an intelligent assistant, automatically joining virtual meetings or capturing notes during in-person sessions to generate structured summaries, compliance documentation, and follow-up emails. By integrating directly with existing CRM platforms and financial tools, the company enables wealth management professionals to reduce operational overhead and focus more on client relationships.
News
VestGen Wealth Partners Expands Relationship with Zocks to Enhance Organic Growth Enablement Platform
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Zocks Launches AI Scheduling Built for the Advisor's Entire Meeting Workflow
Zocks, the privacy-first AI platform for financial services, today announced the launch of Zocks Scheduling, a new feature that automatically books meetings directly from conversations and emails, then connects every booking to the preparation, notes, and
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Report
Zocks launches agentic AI tool to surface growth gaps across advisor books
Client Queries capability lets financial advisors identify untapped opportunities and service gaps using plain-language prompts in seconds
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RFG Advisory Invests In Zocks AI Notetaking Platform
RFG Advisory invests in Zocks to enhance advisor workflows and data automation with AI
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Zocks Launches AI Assistant for Life Insurance to Help Producers Get Policies Issued Faster
Zocks, the privacy-first AI assistant for financial advisors, today announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is already in use exclusively at two of the three largest
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Technologies
Tech DNA
Python
Java
Node JS
FastAPI
Flutter
React.js
MySQL
AWS
Azure
GCP
Claude
LLM
AI/ML
Python
SQL
AWS
Kubernetes
CI/CD
MySQL
Terraform
Azure
GCP
Claude
Claude Code
Cursor
Amazon EC2
IAM
SLI/SLO/SLA
LLM
Immutable Infrastructure
Platform Engineering
AI Agents
Mobile
Java
Node JS
Dart
Kotlin
Bloc
Get_it
Go_router
Twilio
Flutter
Security
JavaScript
Go
PowerShell
Bash
ISO 27001
SOC 2
Zero Trust
CIS Benchmarks
Crowdstrike
Falco
Wiz
Threat Modeling
Least Privilege
Microsoft Entra ID
Okta
NIST CSF
Other
Agile
Salesforce
Intercom
LinkedIn
FastAPI
React.js
Figma
A/B Testing
Google Workspace
ETL/ELT
Stack modernity
80/100
How modern this stack is, based on technology relevance, AI adoption and the share of legacy tools.
In-demand technologies
Python
10 jobs
Required
AWS
9 jobs
Required
Kubernetes
8 jobs
Required
Agile
8 jobs
Required
MySQL
6 jobs
Required
CI/CD
6 jobs
Required
Java
5 jobs
Required
Terraform
4 jobs
Required
Salary medians are calculated from this company's open jobs and compared with the market.
Industry adoption
Python
26%
JavaScript
23%
SQL
23%
CI/CD
22%
AWS
22%
Kubernetes
18%
Share of companies in the same industry that use each technology.
Stack changes
Agile
Sep 2026
LinkedIn
Sep 2026
SLI/SLO/SLA
Sep 2026
NIST CSF
Sep 2026
Intercom
Sep 2026
Salesforce
Sep 2026
PowerShell
Sep 2026
Okta
Sep 2026
Technologies recently added to or removed from this company's stack - a signal of tech migrations and new initiatives.
Jobgether
Accenture
Weekday
Devoteam
Mastercard
Leidos
Salary insights
Compensation ranges based on this company's open jobs
Median
$120k
Typical range
$70k – $225k
Open positions
9
9
Jobs
Junior
33.3%
Middle
22.2%
Senior
33.3%
Architect
11.1%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Junior | 3 | $80k | $70k – $120k |
| Middle | 2 | $148k | $120k – $175k |
| Senior | 3 | $130k | $110k – $165k |
| Architect | 1 | $225k | $225k |
Highest paying role
Director, Implementation
$225k
Normalized to USD per year
Growth
Hiring Momentum
59/100
Growing
Open positions
25
0 opened / 1 closed in 30 days
Median time-to-fill
63 days
faster than 27% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Executive
20% ▼
Marketing
20% ▲
Backend
13% ▼
HR
13% ▲
Management
13% ▲
Customer Success
13% ▲
Actively hiring for Marketing (+3 in 30 days)
Activity Timeline
Added Agile to stack
Sep 2026
Added LinkedIn to stack
Sep 2026
New location: Denver
Sep 2026
Offices
Where the company hires and what each office is for
Cities
3
Hiring now
2
Countries
2
Busiest office
Budapest
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Headquarters
Builds here
Office with open vacancies
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San Francisco
United States
HQ
San Francisco, CA, US
Budapest
Hungary
Regional office
15 open roles 5 posted in 90 days 60% engineering
hires for Backend, DevOps, Design
Denver
United States
Sales office
5 open roles 5 posted in 90 days $125k Avg Salary
hires for Customer Success, Executive, Management
Jobs
$105k – $120k per year • Remote/Hybrid • Full-Time • 2+ years exp • Denver
Intercom
Apply
≈ $64k – $129k per year (Estimated) • In office • 7+ years exp • Bachelor's Degree • Budapest
Python
JavaScript
Java
Node JS
MySQL
Mobile
Twilio
DevOps
CI/CD
AWS
Kubernetes
Management
Agile
Apply
≈ $39k – $95k per year (Estimated) • Remote/Hybrid • Full-Time • 5+ years exp • Budapest
Python
PowerShell
Terraform
Cybersecurity
Okta
ISO 27001
SOC 2
Zero Trust
Least Privilege
Microsoft Entra ID
Management
Google Workspace
Apply
≈ $63k – $128k per year (Estimated) • Remote/Hybrid • Full-Time • 7+ years exp • Budapest
Python
JavaScript
Java
Node JS
MySQL
DevOps
CI/CD
AWS
Kubernetes
Management
Agile
Apply
≈ $68k – $138k per year (Estimated) • Remote/Hybrid • Full-Time • 10+ years exp • Budapest
Apply
≈ $46k – $105k per year (Estimated) • Remote/Hybrid • Full-Time • 6+ years exp • Budapest
Python
Go
Terraform
GCP
Azure
AWS
Kubernetes
IAM
Cybersecurity
Crowdstrike
Falco
ISO 27001
Wiz
CIS Benchmarks
SOC 2
Zero Trust
Threat Modeling
Apply
≈ $68k – $123k per year (Estimated) • Remote/Hybrid • Full-Time • Budapest
Cursor
Claude
Claude Code
Apply
Remote/Hybrid • Full-Time • 3+ years exp • Budapest
Python
Java
Kotlin
Dart
FastAPI
Dart
Bloc
Get_it
Go_router
AI/ML
LLM
Mobile
Flutter
DevOps
CI/CD
AWS
Apply
≈ $53k – $94k per year (Estimated) • Remote/Hybrid • Full-Time • 5+ years exp • Budapest
Python
JavaScript
Java
Node JS
MySQL
Frontend
React.js
DevOps
CI/CD
AWS
Kubernetes
Management
Agile
Apply
≈ $54k – $96k per year (Estimated) • Remote/Hybrid • Full-Time • 5+ years exp • Budapest
Python
MySQL
DevOps
CI/CD
AWS
Kubernetes
Management
Agile
Apply
≈ $40k – $97k per year (Estimated) • Remote/Hybrid • Full-Time • 5+ years exp • Budapest
Python
Go
Java
Terraform
GCP
Azure
AWS
Kubernetes
Amazon EC2
Management
Agile
Apply
≈ $54k – $96k per year (Estimated) • Remote/Hybrid • Full-Time • 5+ years exp • Budapest
Python
MySQL
DevOps
CI/CD
AWS
Kubernetes
Management
Agile
Apply