Zocks Ai For Advisors
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
7-day free trial · no credit card
Verified contacts
83
available on Kipplo
LinkedIn employees
112
51 to 200 range
Open roles
8
across 1 depts
Distinct roles
53
indexed titles
Tech stack
1
tools in use
Monthly traffic
16
organic / mo
Hiring · 8 open positions across 1 departments
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Decision-makers and verified team members
83 contacts with verified email or phone · masked until revealed.
- AT
Amanda Tennant
Director Brand Strategy · Advertising & Marketing
EmailPhone - NS
Nick Swingle
Director Strategic Marketing · Advertising & Marketing
EmailPhone - HO
Haley Olson
Sr Implementation Manager · Operations
EmailPhone - ML
Maggie Lash
Implementation Manager · Operations
EmailPhone - BC
Brendon Cooper
Enterprise Sales Executive · Sales & Business Development
EmailPhone - CS
Cade Shatzer
Senior Account Executive · Sales & Business Development
EmailPhone - CO
Calli Osborne
Account Executive · Sales & Business Development
EmailPhone - GC
George Carleton
Nitrogen · Other
EmailPhone - SS
Srijani Shreya
Revenue Operations Associate · Sales & Business Development
EmailPhone
Showing 9 of 83 verified contacts
Top roles at Zocks Ai For Advisors
53 distinct titles indexed · top 10 shown.
- 17zocks ai for advisors
- 4software engineer
- 2account executive
- 2associate implementation manager
- 2hr & operations generalist
- 2implementation manager
- 2principal product manager
- 2sales development representative
- 1, &
- 1, -
- +43more titles
Sign up to unlock all 83 contacts at Zocks Ai For Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 83 verified contacts at Zocks Ai For Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
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