
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.”
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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.
Why we're hiring for this role: As we continue to grow and evolve, we're seeking an Senior Software Engineering Manager with at least 7 years of experience in Software Engineering and 3 years in Leadership to to lead and mentor our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers, utilizing cutting-edge technologies and agile methodologies.
Key challenges you will work on every day:
Requirements:
What we offer on top of our competitive base salary:
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.