# Mark Gilbert

> Mark Gilbert is the Co-Founder & CEO of Zocks, a privacy-first AI platform that automates administrative work for financial advisors - capturing meeting notes, filling forms, and drafting client emails so advisors can reclaim 10+ hours weekly. Before founding Zocks, he held VP of Product Management at Twilio and CTO at Hearsay Systems. In January 2026, Zocks closed a $45M Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65M. The platform now serves 5,000+ financial firms.

- **Role:** Co-Founder & CEO at Zocks
- **Organizations:** Zocks, RFG Advisory (Board Member), Twilio (former), Hearsay Systems (former), Microsoft (former)
- **Nationality:** Canadian/American
- **Education:** Bachelor of Applied Science (B.A.Sc.) in Electrical Engineering, University of Waterloo
- **Known for:** Raised $65M total funding for Zocks including $45M Series B (January 2026) co-led by Lightspeed and QED Investors, Built Zocks to serve 5,000+ financial firms including Ameritas, Carson Group, Kestra Financial, Osaic, and Cambridge Investment Research, Achieved 250 early adopter firms in 6 months when targeting only 25

## Career timeline

- **Early career** — Engineering and product leadership roles, including time at Microsoft
- **2017** — Joined Hearsay Systems as Chief Technology Officer
- **2017-2020** — VP of Product Management at Twilio, focused on compliance and communications intelligence
- **2022** — Co-founded Zocks, inspired by the potential to extract insights from business communications
- **2023** — Launched Zocks early adopter program - aimed for 25 firms, reached 250 people in 6 months
- **2024** — Deployed Zocks at Carson Financial Group across their RIAs in under 6 weeks
- **2025-03** — Zocks raised $13.8M Series A
- **2026-01** — Zocks raised $45M Series B co-led by Lightspeed Venture Partners and QED Investors
- **2026-04** — Appointed to Board of Directors at RFG Advisory alongside strategic investment in Zocks

## Achievements

- Raised $65M total funding for Zocks including $45M Series B (January 2026) co-led by Lightspeed and QED Investors
- Built Zocks to serve 5,000+ financial firms including Ameritas, Carson Group, Kestra Financial, Osaic, and Cambridge Investment Research
- Achieved 250 early adopter firms in 6 months when targeting only 25
- Deployed enterprise software at Carson Financial Group in under 6 weeks - their fastest-ever deployment
- Zocks rated #1 in value and momentum in financial advisory technology on G2 (4.8 stars)
- Appointed to RFG Advisory Board of Directors in April 2026
- Led product management at Twilio for 3+ years, building expertise in communications intelligence and compliance
- Served as CTO at Hearsay Systems, a leading SaaS platform for financial services firms

## Latest updates

- **2026-04** — Appointed to the Board of Directors at RFG Advisory as part of a strategic investment in Zocks
- **2026-01** — Zocks closed $45M Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65M
- **2025-03** — Zocks raised $13.8M Series A to power AI-driven client intelligence for financial advisors

## Links

- Website: https://zocks.io
- LinkedIn: https://www.linkedin.com/in/markgil
- Twitter/X: https://twitter.com/markegilbert
- Facebook: https://www.facebook.com/zocks.io/

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Profile page: https://yespress.io/mark-gilbert
Published by YesPress — https://yespress.io
Last updated: 2026-05-25