Privacy-first AI platform for financial advisors that automates onboarding, meeting prep and workflows from conversation data.
| Date | Round | Amount |
|---|---|---|
| Jan 2026 | Series B San Francisco-based Zocks closed a $45 million Series B co-led by Lightspeed and QED Investors to scale its AI for financial advisers, used by over 5,000 firms. | $45M |
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