Zocks
PrivateLast Round
Series B
Jan 26, 2026
Total Funding Raised
$64.3M
Momentum Score
50 /100
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
Vertical SaaS, Wealth Management, Workflow Automation, NLP & Conversational AI, RegTech
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zocks Comps
Public and private peers based on sector, stage, and business model.
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 |
|---|---|
| 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 |
| Motive Partners | Series B, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 2, 2026
Launched Zocks MCP, a new product offering.
- Mar 31, 2026
Cetera selected to provide AI Assistant to 12,000 financial professionals.
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.
