Zocks
PrivateLast Round
Series B
Jan 26, 2026
Total Funding Raised
$64.3M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Zocks is a business/productivity software company that provides a privacy-first AI platform for financial advisors to automate administrative tasks by turning client conversations into structured data.
Sector
FinTech
Verticals
Wealth Management, NLP & Conversational AI, Document Management, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zocks Comparables
Compare Zocks with similar companies based on industry and business-model similarity.
Zocks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 26, 2026 | ||||
| Series A | Mar 6, 2025 | ||||
| Seed | Feb 15, 2024 |
Key People
Founding team and executive leadership
Zocks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ascend Venture Capital | Seed |
| Global Founders Capital | Seed |
| Entrée Capital | Series A, Series B |
| Entrée Capital | Series A, Series B |
| QED Investors | Series B |
| Illuminate Financial Management | Series B |
| Expanse Venture Partners | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Grew 23% QoQ, from 153 to 188 employees.
- Jul 24, 2026
Grew 24% QoQ, from 144 to 179 employees.
Zocks Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Zocks's valuation, stock price, and market status.