Mark Gilbert Email

Co-Founder and CEO . Zocks | AI for Advisors

San Francisco, CA

Location

m***@zocks.io

Primary Email

Current Roles

Employees:
42
Revenue:
$0
About
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.
Zocks | AI for Advisors Address

San Francisco, CA
United States
Zocks | AI for Advisors Email

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