Piattaforma AI privacy-first per consulenti finanziari che automatizza onboarding, meeting prep e workflow dai dati delle conversazioni.
| 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 |