Zocks, a San Francisco, CA-based privacy-first AI platform for financial advisors, raised $13.8m in Series A funding.
The round was led by Motive Ventures with participation from Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks.
The company intends to use the funds for expansion across product development, team growth, and go-to-market efforts. Zocks plans to enhance its AI capabilities by further developing its AI agents that automate time-intensive workflows, such as email responses, account applications, and form processing. The company will also introduce advanced analytics features, enabling firms to surface insights across their entire book of business. Additionally, Zocks plans to explore expansion into the European market.
Founded in 2022, Zocks is an intelligent communications platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to accelerate workflows. Since launching in early 2024, the solution has experienced growth, onboarding over 1,000 advisory firms to its platform. The company has established partnerships with fintech platforms Wealthbox, Redtail, and Practifi, as well as enterprise clients and partners that include Carson Group, Osaic, RFG Advisory and Cambridge Financial Group.
FinSMEs
06/03/2025