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Zocks | AI for Advisors

San Francisco, CA, US
https://www.zocks.io/
Zocks (branded as "AI for Advisors") is a technology company that develops AI-driven software for financial advisors and wealth management professionals. The platform focuses on automating advisor workflows, generating personalized client communications and insights, and integrating with advisor systems to improve operational efficiency and client engagement.

Leadership & Board

Current Number of Employees153
Current LinkedIn Followers5,302

Latest Estimated Valuation

Estimated Valuation
Estimated Valuation
Total Amount Raised$14M
Total Amount Raised$14M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$14M
Latest Funding Amount$14M
Latest Funding RoundSeries A
Latest Funding RoundSeries A
Post-Money Valuation
Post-Money Valuation

Company Momentum Positive

Articles Published on TipRanks6
Articles Published on TipRanks
6
LinkedIn Trend+0.99% followers
LinkedIn Trend
+0.99% followers
Workforce Trend+1.3% employees
Workforce Trend
+1.3% employees
Zocks | AI for Advisors LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Employee Trend

Zocks | AI for Advisors had 153 employees as of May 18, 2026. The number of employees increased by 2 (1.32%) week-over-week.
153Latest Employee Count
2(1.32%)Week-Over-Week Change
Employee Trend serves as a data-driven indicator of company growth and expansion. The measurement reflects how a company’s workforce size changes over time.

Social Trend

Zocks | AI for Advisors had 5,302 followers as of May 18, 2026. The number of followers increased by 52 (0.99%) week-over-week.
5,302Latest Followers Count
52(0.99%)Week-Over-Week Change
LinkedIn Follower Trend serves as a data-driven indicator of market interest and company visibility. The measurement reflects how a company’s LinkedIn follower count changes over time.

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Apr 06, 2025
Series A
$13.80M

Investors

Investor Name
Funding Round

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