Zocks
United States · $58.8M raised
- Employees
- 1–10
- Website
- zocks.io
- Total Funding
- $58.8M
- Last Round
- $45.0M Series BJan 2026
- Rounds
- 2
About
AI assistant for financial advisors automating meeting notes, client intake, emails, and CRM sync.
Summary
Zocks is an Artificial Intelligence company based in United States. It has raised $58.8M in total across 2 rounds, most recently a $45.0M Series B round in Jan 2026. Investors include Lightspeed VP, QED Investors and Motive Partners.
Tech & App Stack
3 technologies & apps tracked
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Funding History
Jan 2026
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Investors
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