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STOCKS

pc:zocks

Zocks

Financial Infrastructure

Zocks is a privacy-first AI platform for financial advisors that automates administrative tasks and converts client conversations into structured data and actionable insights. The company integrates with CRM, financial planning, tax, and portfolio management systems to provide agentic AI capabilities that identify planning opportunities, streamline workflows, and support enterprise security and compliance.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―

Estimated Valuation―

Total Amount Raised$45M

Total Amount Raised$45M

Total Funding Rounds1

Total Funding Rounds1

Latest Funding Amount$45M

Latest Funding Amount$45M

Latest Funding RoundSeries B

Latest Funding RoundSeries B

Post-Money Valuation―

Post-Money Valuation―

Funding Round

Jan 26, 2026

Series B

$45.00M

―

Investors

Series B

Lightspeed Venture Partners

Series B

Illuminate Financial

Series B

Entrée Capital

Series B

Motive Partners

Series B

Expanse Venture Partners

Series B

14Peaks Capital

Series B

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