
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 managers.

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 managers.
What they do: Privacy-first AI meeting assistant that captures notes, automates follow-ups, updates CRMs, and drafts client communications for financial advisors.
Founded / HQ: Founded 2022; headquartered in San Francisco with a team in Budapest.
Funding: Raised ~$65M total — $13.8M Series A (Mar 2025) and $45M Series B (Jan 26, 2026).
Target customers: Financial advisors, wealth firms, and advisory teams.
Workflow automation and client communication for financial advisors; meeting-note capture and CRM integration.
2022
Software Development
$13.8M
Lightspeed Venture Partners participated.
$45M
Additional participation from Illuminate Financial and existing investors.
“Institutional investors including Lightspeed Venture Partners, QED Investors, Motive Ventures, Expanse Venture Partners, Entrée Capital, 14Peaks, and Illuminate Financial have participated in financing rounds.”
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.
Why we're hiring for this role: As we continue to grow, we are looking for a highly motivated and skilled Senior Data Analyst to join our team, with a primary focus on creating dashboards that provide clear, actionable insights for various business functions. The ideal candidate will have a strong analytical mindset, excellent data visualization skills, and experience working with business intelligence tools.
Job Description: As a Senior Data Analyst at Zocks, you will be responsible for designing, developing, and maintaining interactive dashboards that provide key business insights to internal and external stakeholders. You will play a critical role in transforming raw data into actionable information, supporting decision-making processes across the company.
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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