Zocks (Series A)

Funding Details

Awarder

Inbox

Date Award

May 18, 2025

Vertical

AI / Financial Services

Funding URL

View Funding Page

Funding Amount:

$13,800,000

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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

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