Open roles at Zocks
Latest Zocks Signals
What they do
Zocks has raised $45 million in a Series B funding round co-led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and existing investors. The funding will be used to enhance its privacy-first AI platform for financial advisors, focusing on expanding automation and analytics capabilities.
Why it matters
Zocks offers a privacy-first AI platform that automates administrative tasks for financial advisors, integrating seamlessly with core tools like CRM and financial planning software. By converting advisor-client conversations into structured data, it enables advisors to streamline workflows and gain actionable insights across their client base.
Traction
Zocks is currently utilized by over 5,000 financial firms, significantly saving advisors more than 10 hours a week on administrative tasks. The platform's enterprise readiness is underscored by its notable clients, including Ameritas and Carson Group, indicating strong market adoption and demand.
Where the market is going
Zocks is positioning itself as a critical infrastructure player in the financial advisory space, challenging traditional workflow management solutions by offering deep integration and automation capabilities. As the industry faces a projected shortage of advisors, Zocks' ability to enhance personalized service and operational efficiency is a game-changer for firms looking to scale.
Why Zocks is hiring
Zocks closed a $45M funding round in January 2026, with investors including Lightspeed Venture Partners, QED Investors and Illuminate Financial. It currently has 22 open roles, 4 of them posted in the last 30 days, with hiring concentrated in Budapest and Denver.
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Zocks jobs: common questions
Is Zocks hiring?
Yes. Zocks has 22 open roles on SuperAIJobs right now, including 4 posted in the last 30 days. The list is refreshed daily from Zocks’s own careers site.
Where are Zocks jobs located?
Most open roles at Zocks are in Budapest and Denver. 2 roles are listed as remote or remote-friendly.
Does Zocks hire remotely?
Yes — 2 of Zocks’s 22 open roles mention remote work. Check each listing for the countries or time zones it covers.
How much has Zocks raised?
The latest round we track is a $45M funding round in January 2026. Investors include Lightspeed Venture Partners, QED Investors and Illuminate Financial. See the full deal history on MapCo.
What does Zocks do?
Zocks offers a privacy-first AI platform that automates administrative tasks for financial advisors, integrating seamlessly with core tools like CRM and financial planning software.
How do I apply for a job at Zocks?
Every role on this page links straight to Zocks’s own application page, so you apply directly — SuperAIJobs never sits in between.