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Zocks · Remote company · ApplyPick

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Zocks

Zocks

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Zocks is an enterprise-grade, privacy-first AI platform that transforms client interactions into structured, actionable intelligence for financial advisors and wealth management professionals. Founded in 2022 and headquartered in San Francisco, California, with offices in Buda…

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Overview

Website: zocks.io
Company size: 51-200
Founded: 2022
CEO: Mark Gilbert
Global hiring: Regional
Countries: United States
Markets: AI-Powered-Enterprise-SaaSClient-Intelligence-and-AnalyticsConversational-AI-and-Meeting-IntelligenceCRM-Integration-and-AutomationFinancial-Advisory-SoftwareFintechIntelligent-Document-ProcessingRegTech-Privacy-and-Compliance-TechnologyWealthTechWorkflow-Automation-and-Productivity-Tools
Social: LinkedIn
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