Quick Summary
Company Overview: We're Zocks, a venture capital-backed AI startup changing the world of financial services, and other industries that value security and privacy.
Zocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
-Your lunch is on us when you are in the office
-Budapest pass (BKK)
-Loyalty program: extra PTO
Location & Eligibility
Listing Details
- Posted
- March 31, 2025
- First seen
- May 6, 2026
- Last seen
- September 17, 2026
Posting Health
- Days active
- 103
- Repost count
- 0
- Trust Level
- 20%
- Scored at
- August 18, 2026
Signal breakdown
Please let zocks know you found this job on Jobera.
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