Office location:

San Francisco, CA

Year founded:

2022

Number of employees:

Phone:

425 533 4201

Email:

info@zocks.io

Website:

zocks.io

LinkedIn:

linkedin.com/company/zocks

“Most of our innovations have come from our team’s personal experiences. Their industry experience drives our roadmap”

Mike Overdorf, The Sycamore Company

ZOCKS

Mark Gilbert

CEO and Co-founder

Ákos Ratku

CTO and Co-founder

Drew DiMarino

Chief Revenue Officer

Leadership

Mark Gilbert is the co-founder and CEO of Zocks. He previously held executive, technical, and product leadership roles at Twilio, Hearsay Systems, and Microsoft, where he built some of the world’s most widely adopted enterprise software platforms and led teams through major technology shifts. Gilbert is a frequent voice on AI adoption in financial services, product innovation, and go-to-market strategy. He earned his Bachelor of Applied Science (B.A.Sc.) degree with a focus in Electrical Engineering from the University of Waterloo.   LinkedIn: linkedin.com/in/markgil/ 

CEO and Co-founder

Mark Gilbert

Ákos Ratku is the co-founder and CTO of Zocks. Prior to Zocks, he served in a number of technical leadership roles at Hearsay Systems, Siemens, and UStream (acquired by IBM). His expertise is in building and scaling cloud-based systems with strong enterprise, security, and privacy requirements. A native of Budapest, Ratku is also an active, well-regarded leader and mentor in Hungary’s fast-growing startup community.  LinkedIn: https://www.linkedin.com/in/akosratku/ 

CTO and Co-founder

Ákos Ratku

Drew DiMarino is the chief revenue officer of Zocks. He has a proven track record of driving growth in the wealth tech industry. Previously, he was the executive vice president of sales at eMoney Advisor and led the company’s sales efforts prior to its acquisition by Fidelity. He also increased eMoney’s growth post-acquisition as a part of the broader Fidelity organization. DiMarino later went on to serve as the chief growth officer of Riskalyze (now Nitrogen Wealth), where he helped more than double the company’s revenue that facilitated the acquisition of the company by Hg Capital.   DiMarino has an MBA from St. Joseph’s University and a Bachelor of Arts degree from the University of Pennsylvania.   LinkedIn: linkedin.com/in/ddimarino/ 

Chief Revenue Officer

Drew DiMarino

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Jim Hardeman

Executive Vice President of Product

Jim Hardeman is the executive vice president of product at Zocks. Prior to joining Zocks, he was a co-founder or early employee at multiple startups including CMX1, EISI/NaviPlan, and Financial Profiles. Hardeman is an experienced product and marketing leader with demonstrated success in conceiving, launching, and scaling enterprise SaaS solutions and companies. With his deep expertise in strategy, product management, and marketing, he brings valuable insight into the design, positioning, sale, and delivery of enterprise solutions.   He received his Bachelor of Arts degree in Economics from Pepperdine University.  LinkedIn: linkedin.com/in/jimlhardeman/ 

Executive Vice President of Product

Jim Hardeman

Steven Latow

Vice President of Operations

Steven Latow is the vice president of operations at Zocks. Prior to joining Zocks, Latow led product and professional services teams at FactSet, Hearsay Systems, and Custodia Bank. He has a proven track record of delivering value to customers, shipping technology solutions to market, and growing new revenue streams. Latow is considered an industry expert on supervision and compliance systems within the financial services industry.   He received his Bachelor of Arts degree in Economics from Boston College.  LinkedIn: linkedin.com/in/stevenlatow/ 

Vice President of Operations

Steven Latow

Zocks is the AI assistant for financial advisors. Its privacy-first platform saves advisors 10+ hours a week by automating administrative tasks such as meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks. Learn more and start a free trial at zocks.io.

“We only take on clients we know we can help. Our system is second to none, and that’s what sets us apart”

Mike Overdorf, The Sycamore Company

Caroline Deane

Partner

Zoe Xie

Head of Property Underwriting, Singapore

Brian Yang

Head of Claims, Singapore

Liane Brown

Partner

Caroline Deane’s practice focuses on assisting clients with wills, corporate trusts, and estate planning needs with an emphasis on taxation. She is also counsel to a number of non-profit organizations and charities assisting them with starting up to winding down and a multitude of issues experienced in between.

Partner

Caroline Deane

Zoe Xie is the head of property underwriting for Singapore and interim head of China at AXA XL, where she oversees underwriting strategy and drives business growth across Asia and the Middle East. Previously, she served as client and distribution leader for Asia, managing key accounts, distribution channels and fostering synergies with other AXA entities. Prior to joining AXA XL, Xie developed her expertise at WTW in London and Singapore, specialising in complex property and casualty broking, following earlier roles in sales and marketing. She holds a BSc in Mathematics and Statistics for Finance from Imperial College London and an Executive MBA from the National University of Singapore.

Head of Property Underwriting, Singapore

Zoe Xie

With over 16 years of specialised experience, Brian Yang is a seasoned claims professional who leads the South East Asia Claims Team across all lines of business. He has a proven track record in strategic claims management, risk assessment and dispute resolution. Yang is also responsible for driving technical excellence in energy, property and construction claims throughout Asia and the Middle East, ensuring the highest standards in handling large and complex claims while delivering optimal outcomes for clients and stakeholders. Passionate about fostering collaboration and operational efficiency, Yang is dedicated to developing industry best practices. Prior to joining AXA XL, he worked as a loss adjuster with leading global firms.

Head of Claims, Singapore

Brian Yang

Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.

Partner

Liane Brown

Partner

Liane Brown

Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.

Partner

Ben Irantalab

On a larger scale, HSH handles class action and mass tort lawsuits representing groups of people injured by dangerous products, medications, medical devices, and negligent organizations. The HSH team is known for providing caring and attentive service to clients, and is proud of the firm’s excellent reputation within the legal and medical communities.

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

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A vendor who gets that change isn’t easy Overhauling a back-office application is always a difficult task, but this process is facilitated by Sycamore’s team of experts, who uniquely understand the challenges their clients face.   “Change is hard and there will be pain involved in switching out an application you’ve been using for 20 years. So, if a client is looking to make that change, it’s important that they work with a vendor that deeply understands their needs,” Overdorf says.  “Not only do we have a robust platform, we have also walked in our client’s shoes. We know the challenges they’ll face.” 

Fast turnaround: FTA quotes more than 65% of new business submissions within 48 hours, helping clients secure coverage quickly. Competitive rates: Whether your client’s risk is large or small, FTA offers premiums starting at just $400, making insurance affordable and accessible. Long-term stability: With a three-year long-term capacity agreement in place with eight highly respected Lloyd’s Syndicates, FTA guarantees long-term security and reliability. Award-winning expertise: As a five-time 5-Star award winner, FTA is recognised as an industry leader in risk solutions. Expert underwriting: FTA’s team of experienced underwriters provides tailored solutions to meet the unique needs of each client. Exceptional service: FTA is known for its commitment to clear communication, quick responses and a relentless focus on exceeding client expectations.

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Ben Irantalab

Partner

Ben Irantalab

Partner

Ben Irantalab

Partner

Liane Brown

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Construction

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Professional indemnity

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Professional indemnity (standalone and combined with general liability for white-collar professionals) Information technology liability Management liability Design and construct liability Public and products liability Associations liability Cyber insurance Excess layers

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