Xcout Intel
Zocks
Zocks is a company headquartered in San Francisco, California, United States, with 144 employees. It provides an AI Assistant for Financial Advisors, designed to automate tasks such as meeting notes, forms, emails, CRM updates, and financial plans. This automation aims to save advisors time, allowing them to focus more on clients.
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Zocks at a glance
Zocks is an ai/ml company headquartered in Hungary. Xcout tracks 6 named people at Zocks, including Drew DiMarino (Chief Revenue Officer). Xcout recorded 28 job postings from Zocks in the last 90 days, naming tools such as Salesforce.
Zocks leadership
- Drew DiMarinoChief Revenue Officer
- Matt HalloranChief Evangelist
- Michael KellyPartner & Chief Investment Officer
- Mark GilbertCEO and Co-founder of Zocks
- Ákos RatkuCTO and Co-founder of Zocks
- Jim PatrickBoard Member
Hiring at Zocks
Xcout recorded 28 job postings from Zocks in the last 90 days, from a hiring record Xcout has kept since April 2026.
Tools named in Zocks's job postings
The weekly hiring trend, the roles and locations behind it — see Zocks's hiring signals →
Tech stack
Zocks competitors
A few of Zocks's closest competitors — see the full list of competitors and alternatives →
Socratix AI provides AI agents, referred to as "AI coworkers," to assist fraud and risk teams. Founded in 2025, the company is based in San Francisco, California, United States.
Jump provides an AI-powered software platform tailored for financial advisors, independent practices, enterprise firms, insurance professionals, and accounting teams. The platform automates meeting preparation, note-taking, CRM updates, compliance documentation, client onboarding, and growth workflows through integrations with existing tech stacks.
Fenrock AI, founded in 2026 by Michael M and Charu Sharma, is based in San Francisco, CA, United States. The company develops AI agents specifically for banking back office operations.
o11 is a software development company headquartered in San Francisco, California, United States, that builds custom AI agents for financial firms. These AI agents automate various workflows such as pitch books, diligence, research, and reporting, by embedding into enterprise applications.
Nanonets is a company headquartered in San Francisco, United States, that provides AI Agents for enterprise data processing. It automates messy manual processes such as accounts payable, claims processing, and order management, delivering clean data to systems.
Alltius is an agentic AI platform based in San Francisco and Irvine, United States, that helps insurance, banking, and financial services create AI agents for sales, support, and workflows.
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More on Zocks in Xcout Intel
- 6 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access