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Certified by Founder
Lodge
Zocks | AI for Advisors
start up
United States
- San Francisco, CA
- 12/03/2025
- Series A
- $13,800,000
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.
- Industry Software Development
- Website https://www.zocks.io/
- LinkedIn https://www.linkedin.com/company/zocks/
Related People
Mark GilbertCo Founder
United States -
San Francisco, California
Co-founding and leading Zocks for over two and a half years, we've pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed me to leverage my skills in AI, enterprise and fintech Platforms, as well as Go-to-market Strategy.
Prior to Zocks, I've held executive product and technology roles at Twilio, Hearsay Social and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from University of Waterloo.
LinkedIn
https://www.linkedin.com/in/markgil/
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