Zocks

Zocks is an AI platform designed for financial advisors that analyzes client conversations to extract key information and automate workflows by integrating with existing business systems. Launched in early 2024, the company aims to provide data-driven insights and improve client relationships, saving advisors time and enhancing efficiency. The platform builds comprehensive client profiles, identifies action items, and seamlessly integrates with existing CRM systems.

Funding Round: Series A

Funding Amount: $13.8M

Date: 06-Mar-2025

Investors: Motive Ventures, Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, 14Peaks

Markets: Fintech, AI, Web Development, Software

HQ: San Francisco, California, United States

Founded: 2022

Website: https://zocks.io

LinkedIn: https://www.linkedin.com/company/zocks

Twitter: https://twitter.com/zocksio

Instagram:

Facebook: https://web.facebook.com/zocks.io