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
Company Info
Founding Year
2022
Market
Financial Advisors
Location
San Francisco, CA, USA
Coinvestors
Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, 14Peaks
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.

Links
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