Zocks is an AI-powered assistant specifically for financial advisors that automate routine tasks and capture client insights.
Zocks has raised $45.0M in total funding. The most recent round was Series B. The last funding was announced in January 2026.
Zocks's investors include Lightspeed Venture Partners, QED Investors, Motive Ventures, Illuminate Financial, 14Peaks Capital.
Zocks is headquartered in San Francisco, United States.
Zocks is an AI-powered assistant specifically for financial advisors that automate routine tasks and capture client insights.
Zocks is at the Series B stage.
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"Zocks — Funding & Investors." VCBacked, January 26, 2026, https://www.vcbacked.co/company/zocks. Accessed July 19, 2026.
VCBacked. (2026). Zocks — Funding & Investors. Retrieved July 19, 2026, from https://www.vcbacked.co/company/zocks
{{cite web |title=Zocks — Funding & Investors |url=https://www.vcbacked.co/company/zocks |website=VCBacked |access-date=July 19, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated