
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…

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…
Product: Privacy-first AI meeting assistant for financial advisors (notes, forms, CRM sync, document intelligence)
Founded / HQ: 2022; San Francisco, CA
Funding: $65M total; $45M Series B announced Jan 26, 2026
Founders: Mark Gilbert (CEO) and Ákos Ratku (CTO)
Meeting automation and client intelligence for financial advisors; CRM and workflow integration.
2022
Software Development
$45M
Round co-led by Lightspeed and QED Investors; brought total funding to $65M.
$13.8M
“Backed by growth-stage fintech/enterprise investors including Lightspeed Venture Partners, QED Investors, Motive Ventures, and participation from Illuminate Financial and existing backers”
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Company Overview:
We're Zocks, a venture capital-backed AI startup changing the world of financial services, and other industries that value security and privacy. Our founding team built their careers working on real-time communication products, building enterprise platforms, and crafting tools for some of the most security-conscious industries. With experience gained from industry leaders like Twilio, IBM, Microsoft, and Hearsay Systems, we're using AI to bridge human conversations with enterprise systems, starting with financial services.
Our focus, although simple, is powerful: reinventing business operations and transforming the areas that often get bogged down by slow, inefficient processes. Our innovative platform allows people to communicate naturally, while we capture the information they need, so they can avoid data entry, streamline their operations, and spend more time on what matters most: their clients.
Location: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role:
As Zocks continues to scale, our data complexity is growing across product, customer success, and go-to-market functions. We are looking for a Senior Data Analyst & Analytics Engineer who will take ownership of our analytics data layer – designing robust data models, building scalable data pipelines, and enabling reliable, self-serve analytics across the company.
This role goes beyond dashboard creation. You will shape how data flows, how metrics are defined, and how product and business teams make decisions based on trusted, well-structured data.
This role can evolve toward a stronger data engineering focus as our data platform matures.
Key challenges you will work on every day:
Required Skills and Qualifications:
Preferred Qualifications:
What we offer on top of our competitive base salary:
-Premium Health Insurance
-SZÉP-card
-L&D contribution
-AYCM package
-Employee equity program
-Extra PTO
-Home office support
-Your lunch is on us when you are in the office
-Fully stacked office snacks
Location: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
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