Engineering
Product management
Product design
Marketing
Zocks closes Series A round with a total of $19.5M to empower advisory firms
.svg)
.png)
Zocks at Craft Conference
May 29-30, 2025
Live & Virtual
Budapest, Hungarian Railway Museum
Drop by our booth and have a chat with our team, and learn about our open positions in Budapest.
Use our discount code to get 20% off your Craft ticket:
ZocksSentMe
P.s.: Don’t miss your chance to win a LEGO® Star Wars™ 75105 Millennium Falcon™!
Open positions in Budapest
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.
LEGO® is a trademark of the LEGO Group. Star Wars™ and Millennium Falcon™ are trademarks of Lucasfilm Ltd. This giveaway is not sponsored, endorsed, or administered by the LEGO Group or Lucasfilm Ltd.
"Our ability to take notes during meetings is not the value-add that clients come to us for. They hire us to understand how their financial situation impacts their lives, and the ability to focus on them during meetings can only add to that."
Cole McClarren
CFP® Senior Advisor & Partner, Cambridge Financial Group
“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”
Seth Sanborn
Financial Advisor, Legacy Financial Advisors
"Zocks is greatly improving my efficiency with client follow-up and meeting documentation. Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me. With Zocks, I simply review and edit the generated e-mail and send off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!"
Jason Odette
Partner and IAT, Vitalstone Financial
