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Zocks | AI for Advisors

San Francisco, CA, US
https://www.zocks.io/
Financial Infrastructure
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 Employees142
Current LinkedIn Followers5,020

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―

Funding Round

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

Investors

Investor Name
Funding Round
Motive Ventures
Series A

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