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Zocks competitors & alternatives
The 12 closest competitors and alternatives to Zocks among ai/ml companies — ranked by similarity to what Zocks actually does, not by market-cap band.
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About 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.
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 →
Top 12 Zocks competitors
Ranked by semantic similarity — how close each company is to Zocks by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar ai/ml company
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.
Similar ai/ml company
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.
Similar ai/ml company
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.
Similar ai/ml company
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.
Similar ai/ml company
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.
Artificial Intelligence
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.
Artificial Intelligence
Allison Fintech Co builds private AI automation systems for high-stakes, regulated organizations such as community banks, credit unions, social services, and HIPAA-bound nonprofits. The software monitors incoming work, organizes data, and recommends next steps while requiring human approval for all critical actions.
Similar ai/ml company
FurtherAI is a software company based in San Francisco, California, that builds artificial intelligence designed to read, reason, and complete insurance work for teams.
Artificial Intelligence
Robylon AI is a software development company founded in 2022 and headquartered in San Francisco, California, providing AI agent solutions tailored for fintech companies.
Similar ai/ml company
Copperlane is a financial software company headquartered in San Francisco, California. It develops an AI-native mortgage origination platform, aiming to scale an autonomous AI mortgage loan officer.
AI
Safebooks AI provides an agentic AI platform and real-time automation engine designed to automate finance operations, including closing books, reconciling systems, and validating transactions. The company's technology aims to replace manual dependencies with continuous monitoring and automated revenue reconciliation.
Artificial Intelligence
Accend provides human-in-the-loop AI agents designed to automate and accelerate financial statement spreading, analysis, and underwriting decisions for compliance and operations teams. The company is headquartered in San Mateo, California.
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