Funding Details
- Awarder
- Inbox
- Date Award
- May 18, 2025
- Vertical
- AI / Financial Services
- Funding URL
- View Funding Page
Company Info
- Founding Year
- 2022
- Company Description
- Zocks is a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to accelerate workflows.
- Market
- Financial Advisors
- Location
-
San Francisco,
CA,
USA
- Coinvestors
- Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, 14Peaks
Links