The meeting assistant made for financial advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' crm and task managers.

Marketing & Communications

Software Engineering

Other Engineering

People & HR

Product

Design

Sales & Business Development

Customer Service

San Francisco, CA, USA

Zocks

Motive partners is a private equity firm with offices in new york city and london, focusing on growth equity and buyout investments in software and information services companies based in north america and europe and serving five primary subsectors: banking & payments, capital markets, data & analytics, investment management and insurance. Motive partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies.

Motive Capital Management, LLC

Motive Partners

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As our companies grow, they look to us to help them find the best talent.
Signal that you'd be interested in working with a Motive Partners company to help us put the right opportunities at great companies on your radar. The choice to pursue a new career move is then up to you.

Explore opportunities across the Motive Partners ecosystem