Build the future of financial advice with Zocks

Join our AI-native SaaS startup as we transform how financial advisors and wealth managers across the US work, serve clients, and grow.

About Zocks

Founded in 2022 and backed by $65 million, Zocks is a San Francisco-based Hungarian-American B2B startup, with a fast-growing team across the US and Budapest, Hungary.

What we do

Our AI platform is transforming client servicing for financial advisory firms in the US.

Zocks saves advisors 8+ hours weekly by automating note-taking, meeting admin, CRM updates, client communications, and provides deeper client insights and intelligence.

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.

Explore our open roles

2022

Founded in

$65M

Total funding

US-HU

Global team across the US and Budapest

1000+

Trusted by thousands of advisors & top firms

The #1 AI Assistant for financial advisors

Founded in 2022 and backed by $65 million, Zocks is a growing Hungarian-American AI company. More than 5,000 financial firms rely on our platform to turn client conversations into completed work and help advisors get 10+ hours back each week.

Learn more about us See our open roles

Join our growing teams

We’re hiring in:

Engineering

Product design

Product management

Marketing and sales

Our Budapest-based roles are on-site Monday through Thursday in District XI, with remote work on Fridays.

Expect team offsites, fun championship games, and a dog friendly office fully stacked with snacks.

Apply now

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What makes Zocks exciting

Innovative, international product

Everything is AI-native and runs on AWS

Modern tech stack:

AWS, Python, TypeScript, React, Kubernetes, Terraform

R&D team with full product ownership in Hungary

Thousands of US advisors rely on us daily

Competitive salary and benefits

Apply now

"Customers get so fired up they send us videos explaining their workflows, rave about Zocks, and ask to be included in every single new feature we’re building."

Tamás, Principal Product Manager

"Our constant drive for innovation is truly inspiring: one day a new technology is released, and the next we’re already testing how to integrate it."

Noémi, Software Engineer

"With a committed team, everything falls into place. That’s why I look forward to new challenges every single day — we’re building something that truly matters!"

Viki, Senior Product Manager

"When we started development, we were still experimenting with the basics — and now, we use a solution every day that delivers real value to our clients."

Feri, Staff Software Engineer

"That’s why I recommend Zocks to others: because here you’ll find professional inspiration, a strong sense of community, freedom, and the chance to build something real—all at once."

Ádám, Principal Cloud Infrastructure Engineer

"I’m incredibly grateful to be part of this one-of-a-kind startup journey. I joined Zocks at the very beginning, and now it’s absolutely amazing to see what we’re building around us."

János, Staff Software Engineer

"Customers get so fired up they send us videos explaining their workflows, rave about Zocks, and ask to be included in every single new feature we’re building."

Tamás, Principal Product Manager

"Our constant drive for innovation is truly inspiring: one day a new technology is released, and the next we’re already testing how to integrate it."

Noémi, Software Engineer

Build the future of financial advice with Zocks

Join our AI-native SaaS startup as we transform how financial advisors and wealth managers across the US work, serve clients, and grow.

About Zocks

What we do

2022

$65M

US-HU

1000+﻿

The #1 AI Assistant for financial advisors

Join our growing teams

Engineering

Product design

Product management

Marketing and sales

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What makes Zocks exciting

"Customers get so fired up they send us videos explaining their workflows, rave about Zocks, and ask to be included in every single new feature we’re building."

"Our constant drive for innovation is truly inspiring: one day a new technology is released, and the next we’re already testing how to integrate it."

"With a committed team, everything falls into place. That’s why I look forward to new challenges every single day — we’re building something that truly matters!"

"When we started development, we were still experimenting with the basics — and now, we use a solution every day that delivers real value to our clients."

"That’s why I recommend Zocks to others: because here you’ll find professional inspiration, a strong sense of community, freedom, and the chance to build something real—all at once."

"I’m incredibly grateful to be part of this one-of-a-kind startup journey. I joined Zocks at the very beginning, and now it’s absolutely amazing to see what we’re building around us."

"Customers get so fired up they send us videos explaining their workflows, rave about Zocks, and ask to be included in every single new feature we’re building."

"Our constant drive for innovation is truly inspiring: one day a new technology is released, and the next we’re already testing how to integrate it."

Career openings

1000+