Zocks
zocks.io
Actively hiring
Financial AI
Financial Software & Embedded Finance
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Overview
Connections
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Funding and backers
Total raised
$50.5M
2 rounds on record
Latest round
$45M
Series B · Jan 2026 · 9 mo ago
Team
51-200
employees, estimated range
Hiring now
21
+4 posted in 30 days
Backers
5
Illuminate Financial, Ascend.vc
The money's age
Fresh money
9 months since the last round · and hiring
Momentum
43/100
hiring for its size, in the news, fresh money
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Aug 27
First role in United States Support Specialist
Aug 27
First sales or marketing role Support Specialist
Jul 15
First executive search VP of Engineering
Jan 26
Raised a round Series B $45M
Feb 16, 2024
Raised a round Venture round $5.5M · Pulse 2.0
2022
Founded
Tractionpublic signals, read monthly
Web presence
top 0.13%
of 133.2M domains by links, Common Crawl
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Series B | Jan 2026 | $45M | — | businesswire.com |
| Venture round | Feb 2024 | $5.5M | — | Pulse 2.0 |
Backed byfrom the funds' portfolios and accelerator catalogs
Investors in similar startupsfunds that back the companies most like this one
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How Zocks hires
Truth index
B 74/100
Median time to fill
55 days
Ghost roles
43%
Stale roles
0%
Reposted roles
0%
Zocks scores B on the Alion truth index (A is best, E worst), measured over 21 open roles re-checked against its own hiring board: 43% look like ghost listings, 0% have gone stale and 0% are the same role posted again. Its roles close in a median of 55 days. It measures how much of what this employer publishes turns into a real, finite search - not the employer as a workplace. How the index is computed
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.
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Illuminate FinancialVia a fund
Motive PartnersVia a fund
Ascend.vcVia a fund
Entrée CapitalVia a fund
QED InvestorsVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
VestGen Wealth Partners Expands Relationship with Zocks to Enhance Organic Growth Enablement Platform
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Report
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
Read more
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
Read more
Report
RFG Advisory Invests In Zocks AI Notetaking Platform
RFG Advisory invests in Zocks to enhance advisor workflows and data automation with AI
Read more
Report
Fintech bytes: Zocks rolls out MCP capability for general AI tools
eMoney's premium client portal is also getting a customization boost, while Capitalize unveils a new rollover platform for advisors eyeing the 401(k) space.
Read more
Report
New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors
SAN FRANCISCO, April 02, 2026--Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem.
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Report
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
Read more
Report
Show more news
Tech stack
Technologies named in job postings at Zocks over the last 12 months, by layer, with the share of postings for each.
Technologies in use
39
Postings analysed
11
Stack modernity
82/100AI adopter
Languages
Python82%
Go27%
SQL27%
Java18%
Frameworks & libraries
Dagster18%
Databases
MySQL27%
ClickHouse18%
Cloud & platforms
AWS73%
Kubernetes45%
Linux27%
Superset18%
AI & ML
ChatGPT9%
Claude9%
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Full Zocks tech stack
39 technologies · by team · pay by technology · changes · similar stacks
Salary insights
Compensation ranges based on this company's open jobs
Median
$75k
Typical range
$18k – $165k
Open positions
6
5
Jobs
Intern
20%
Junior
60%
Senior
20%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Intern | 1 | $18k | $18k |
| Junior | 3 | $80k | $70k – $110k |
| Senior | 1 | $165k | $165k |
Highest paying role
Senior Sourcer
$165k
Normalized to USD per year
All salaries at Zocks
By role, level and city, against the market · 6 jobs with pay
Growth
Hiring Momentum
66/100
Growing
Open positions
21
3 opened / 7 closed in 30 days
Median time-to-fill
52 days
faster than 26% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+163%
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.
Marketing
19% ▼
Data Science
13% ▲
HR
13% ▼
Customer Success
13% ▼
Solutions
13% ▲
DevOps
6% ▲
Activity Timeline
Added Superset to stack
Oct 2026
Added Dagster to stack
Oct 2026
Added ClickHouse to stack
Oct 2026
Added n8n to stack
Oct 2026
Added Jira to stack
Oct 2026
Added ChatGPT to stack
Oct 2026
Added DNS to stack
Oct 2026
Added Windows to stack
Sep 2026
Added VPN to stack
Sep 2026
Added PKI to stack
Sep 2026
Added Linux to stack
Sep 2026
Added Machine Learning to stack
Sep 2026
Offices
Where the company hires and what each office is for
Cities
3
Hiring now
2
Countries
2
Busiest office
Budapest
Loading the map
Headquarters
Builds here
Office with open vacancies
No open vacancies right now Tap a pin for the office
San Francisco
United States
HQ
Budapest
Hungary
Regional office
15 open roles 4 posted in 90 days 60% engineering 50-200 est. staff $18k Avg Salary
hires for Backend, Data Science, DevOps
Denver
United States
Sales office
3 open roles 6 posted in 90 days 10-50 est. staff $75k Avg Salary
hires for Marketing, Sales, Customer Success
Jobs
Apply
≈ $36k – $94k per year (Estimated) · Hybrid · Full-Time · 5+ years exp · Budapest
Python
SQL
ClickHouse
AI/ML
Dagster
DevOps
CI/CD
AWS
Analytics
ETL/ELT
Superset
Apply
$16k per year · Hybrid · Internship · Budapest
Cursor
Claude
ChatGPT
Claude Code
Management
n8n
Apply
≈ $33k – $91k per year (Estimated) · Hybrid · Full-Time · 5+ years exp · Budapest
Python
Go
MySQL
DevOps
Terraform
CI/CD
AWS
Kubernetes
Platform Engineering
Linux
DNS
Apply
≈ $50k – $119k per year (Estimated) · Hybrid · Full-Time · 7+ years exp · Budapest
Python
SQL
ClickHouse
AI/ML
Dagster
DevOps
CI/CD
AWS
Analytics
ETL/ELT
Superset
Apply
≈ $59k – $126k per year (Estimated) · Hybrid · Full-Time · 7+ years exp · Budapest
Python
JavaScript
Java
Node JS
MySQL
DevOps
CI/CD
AWS
Kubernetes
Apply
≈ $60k – $134k per year (Estimated) · Hybrid · Full-Time · 10+ years exp · Budapest
Apply
≈ $41k – $95k per year (Estimated) · Hybrid · Full-Time · 6+ years exp · Budapest
Python
Go
Terraform
GCP
Azure
AWS
Kubernetes
IAM
Linux
Cybersecurity
Crowdstrike
Falco
ISO 27001
Wiz
CIS Benchmarks
SOC 2
Zero Trust
Threat Modeling
PKI
Apply
≈ $64k – $121k per year (Estimated) · Hybrid · Full-Time · Budapest
Cursor
Claude Code
Apply
≈ $52k – $94k per year (Estimated) · Hybrid · Full-Time · 5+ years exp · Budapest
Python
JavaScript
Java
Node JS
MySQL
Frontend
React.js
DevOps
CI/CD
AWS
Kubernetes
Apply
≈ $53k – $95k per year (Estimated) · Hybrid · Full-Time · 5+ years exp · Budapest
Python
MySQL
DevOps
CI/CD
AWS
Kubernetes
Apply
≈ $32k – $90k per year (Estimated) · Hybrid · Full-Time · 5+ years exp · Budapest
Python
Go
Java
Terraform
GCP
Azure
AWS
Kubernetes
Amazon EC2
Linux
VPN
Management
Agile
Apply