Z

Zocks

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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.

Industries

Headquarters

San Francisco, US

Employees

11-50

Links

Org chart

Mark Gilbert's profile picture
Mark Gilbert
Co-founder And CEO
Profile photo

Mark Gilbert

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Ákos Ratku's profile picture
Ákos Ratku
Co-founder, CTO
Jim Hardeman's profile picture
Jim Hardeman
Executive Vice President, Product
Steven Latow's profile picture
Steven Latow
Vice President Of Business Operations
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