Zocks

San Francisco, United States

Zocks is an AI-powered assistant specifically for financial advisors that automate routine tasks and capture client insights.

$45.0M raised

Jan 2026

Series B

Top Investors

Lightspeed Venture PartnersQED InvestorsMotive VenturesIlluminate Financial14Peaks Capital

19,000+ verified contacts

Emails, phones & LinkedIn profiles

How much funding has Zocks raised?

Zocks has raised $45.0M in total funding. The most recent round was Series B. The last funding was announced in January 2026.

Who are Zocks's investors?

Zocks's investors include Lightspeed Venture Partners, QED Investors, Motive Ventures, Illuminate Financial, 14Peaks Capital.

Where is Zocks headquartered?

Zocks is headquartered in San Francisco, United States.

What does Zocks do?

Zocks is an AI-powered assistant specifically for financial advisors that automate routine tasks and capture client insights.

What stage is Zocks at?

Zocks is at the Series B stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated January 26, 2026.

MLA

"Zocks — Funding & Investors." VCBacked, January 26, 2026, https://www.vcbacked.co/company/zocks. Accessed June 3, 2026.

APA

VCBacked. (2026). Zocks — Funding & Investors. Retrieved June 3, 2026, from https://www.vcbacked.co/company/zocks

Wikipedia (cite web)

{{cite web |title=Zocks — Funding & Investors |url=https://www.vcbacked.co/company/zocks |website=VCBacked |access-date=June 3, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated January 26, 2026.