Zocks | AI for Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Zocks | AI for Advisors's estimated annual revenue is currently $5.6M per year.
- Zocks | AI for Advisors's estimated revenue per employee is $130,977
- Zocks | AI for Advisors's total funding is $19M.
Employee Data
- Zocks | AI for Advisors has 43 Employees.
- Zocks | AI for Advisors grew their employee count by 105% last year.
Zocks | AI for Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Founder and CEO | Reveal Email/Phone |
2 | VP Business Operations | Reveal Email/Phone |
3 | EVP, Product | Reveal Email/Phone |
4 | Growth Product Manager | Reveal Email/Phone |
5 | Account Executive | Reveal Email/Phone |
Zocks | AI for Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $572.3M | 2555 | 10% | N/A | N/A |
#2 | $0.5M | 13 | -24% | $10M | N/A |
#3 | $0.5M | 13 | -50% | N/A | N/A |
#4 | $3.9M | 32 | 45% | N/A | N/A |
#5 | $1M | 10 | 43% | N/A | N/A |
#6 | $2M | 20 | -17% | $5.65M | N/A |
#7 | $28.5M | 162 | 1% | N/A | N/A |
#8 | $5.2M | 41 | -21% | N/A | N/A |
#9 | $16.6M | 104 | 33% | N/A | N/A |
#10 | $1.1M | 11 | 450% | N/A | N/A |
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
43
Number of Employees
$5.6M
Revenue (est)
105%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in San Francisco
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $6.7M | 43 | -23% | $4.2M |
#2 | $11.1M | 43 | -2% | N/A |
#3 | $8.6M | 43 | 16% | N/A |
#4 | $5.2M | 43 | N/A | N/A |
#5 | $8.4M | 43 | 13% | N/A |