About Zocks

Founded in 2022 and backed by $19.5 million, Zocks is a San Francisco-based Hungarian-American B2B startup, with a fast-growing team across the US and Budapest.

About Zocks


Founded in 2022 and backed by $19.5 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.


What we do


Zocks' AI platform is transforming client servicing for financial advisory & wealth management firms in the US.

Our focus, although simple, is powerful: we save advisors 10+ hours weekly by automating note-taking, client emails, intake forms & more, and help them strengthen client relationships with deeper insights. 

Explore our open roles

Meet our founders


Mark (a former Twilio, Microsoft and Hearsay executive and product leader) and Ákos (former engineering leader at Hearsay) met with one shared goal: to help people stuck doing low-value work. Together, they built Zocks: the AI platform that actually helps people.

Zocks AI Assistant founders
Zocks AI Assistant founders

Mark Gilbert

CEO and Co-founder of Zocks

Zocks AI Assistant founders

Ákos Ratku

CTO and Co-founder of Zocks

We value diversity, integrity, creativity, and ownership


Just like our customer base, our team is growing rapidly across the US and Budapest.


We’re building a product that solves real, high-impact problems, so we rely on great people to build it. If you enjoy solving complex challenges and creating real value, we might be looking for each other!

Zocks AI Assistant careers

We build with diverse voices


We’re an equal opportunity employer and value different backgrounds, perspectives, and experiences - we believe this enhances our creativity, innovation, and overall success.


At Zocks, what matters is what you bring to the team. 


Apply now

Life at Zocks

  • Tamás, Principal Product Manager ⤵

    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.

  • Zoli, Staff Product Manager ⤵

    At Zocks, strategy meets lightning-fast execution. Our teams work in a fast-paced, professional environment where we deliver top-notch experiences to clients every day. It amazes me day by day how we shape the future and see ideas come to life at record speed.

  • Ádám, Principal Cloud Infrastructure Engineer ⤵

    One of the strongest parts of Zocks is the team. It’s amazing to work in an environment with real knowledge-sharing, support, and a clear sense that we’re all working toward the same goal.


    Our CTO’s expertise is incredible — it’s rare to find a leader who understands the market, technology, and processes so deeply at the same time. This builds trust and makes collaboration super effective.


    What I also love is the autonomy and freedom. At Zocks, the goals and framework are clear, but we choose our own path to get there. At a senior level, that’s a motivating challenge, and at a junior level, it’s a huge learning opportunity with the safety of always having experienced teammates to help.

    Honesty and transparency matter here too. When I joined, I got exactly what was promised during interviews: plenty of greenfield projects where I could build from scratch. That’s always inspired me, and I think it’s super appealing for anyone who loves creating.


    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.

  • Viki, Senior Product Manager ⤵

    Why do I love being a Product Manager at Zocks? Because every project has a clear purpose. We know why we’re doing it, and the whole team is motivated by the same goal. A recent example was the integration between a leading U.S. financial planning software and Zocks. The deadline was tight, the competition was real, and we knew we had to deliver on time.


    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!

  • Noémi, Software Engineer ⤵

    One of the best things about working at a startup is having full visibility into the development process. I get to see how an idea and a feature that starts from zero turn into a real, working solution. When I joined, I had almost no knowledge of development. I started out as a prompt engineer and had to learn a lot quickly, but the biggest reassurance was knowing I could always ask for help. My teammates were always there, so I never felt stuck alone with a problem. Step by step, I got bigger tasks, and now I’m building full features on my own.


    Teamwork here really means something: everyone matters and everyone contributes. Through code reviews I’ve learned so much, always getting useful feedback I could apply right away. If I didn’t understand something, someone would always sit down with me and explain it patiently. As a 23-year-old just starting out, that has been invaluable.

    It’s been amazing to see the company grow from a 10-person team to where we are today. Along the way, team events and shared experiences turned colleagues into friends, so we can count on each other inside and outside of work.


    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. This is the kind of environment where I can develop while being part of a great team.

  • Feri, Staff Software Engineer ⤵

    One of the best experiences for me has been watching our AI assistant ‘grow up’ from the inside. 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.


    As a senior developer, I wasn’t just writing code, I got to be part of turning ideas into real features and then into fully developed  capabilities. The assistant kept getting smarter step by step, and I grew a lot along the way too,  learning new technologies and new ways of thinking.


    What I love at Zocks is how much we’ve always worked as a team. If I got stuck, there was always someone to turn to, and when others needed help, I could support them. That back-and-forth learning and support is what made the journey special.


    Now I kind of think of  our AI assistant as a kid  we’ve all helped raise together. It feels amazing to have played an active role in shaping an idea into a platform that keeps getting more and more useful.

Open roles

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.