Zocks
#1 AI Assistant for Financial Advisors – Automate Meeting Notes, Emails, Forms and More
San Francisco, United States · Founded 2022 · $64.3M raised
- Headquarters
- San Francisco, California
- Employees
- 1–10
- Founded
- 2022
- Business Model
- B2B
- Website
- zocks.io
- Total Funding
- $64.3M
- Last Round
- $45.0M Series BJan 2026
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 6 investors for this company. The full record is or through the API.
About
Zocks automates the administrative work surrounding meetings, including scheduling, preparation, detailed notes, and follow-up emails. It also updates customer relationship management and planning tools, combining meeting administration with updates to the systems used for managing relationships and planning work.
Summary
Zocks is an Artificial Intelligence company based in San Francisco, United States, founded in 2022. It has raised $64.3M in total across 3 rounds, most recently a $45.0M Series B round in Jan 2026. Investors include Lightspeed Venture Partners, QED Investors and Motive Partners.
Tech & App Stack
3 technologies & apps tracked
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Funding History
Jan 2026
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Funding: Series A through Series B. Amounts, valuations, and investors where available.
Investors
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