Zocks | AI for Advisors Revenue and Competitors

Location

$19M

Total Funding

Software

Industry

Estimated Revenue & Valuation

  • Zocks | AI for Advisors's total funding is $19M.

Employee Data

  • Zocks | AI for Advisors has 42 Employees.(i)
  • Zocks | AI for Advisors grew their employee count by 100% last year.

Zocks | AI for Advisors's People

NameTitleEmail/Phone
1
Co-Founder and CEOReveal Email/Phone
2
VP Business OperationsReveal Email/Phone
3
EVP, ProductReveal Email/Phone
4
Growth Product ManagerReveal Email/Phone
5
Account ExecutiveReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$491M250510%N/AN/A
#2
$0.4M12-25%$10MN/A
#3
$2.1M12-52%N/AN/A
#4
$3.6M3043%N/AN/A
#5
N/A1043%N/AN/A
#6
$28M1591%N/AN/A
#7
N/A43153%$29MN/A
#8
$5.1M40-22%N/AN/A
#9
$15.8M9934%N/AN/A
#10
N/A11450%N/AN/A
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What Is Zocks | AI for Advisors?

The Meeting Assistant made for Financial Advisors. \nZocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.

keywords:N/A

$19M

Total Funding

42

Number of Employees

N/A

Revenue (est)

100%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.1M4227%$65M
#2
$4.9M4227%N/A
#3
$8.4M4217%N/A
#4
$4.6M420%$147M
#5
$5.4M42-7%N/A