The Meeting Assistant made for Financial Advisors
Location: United States, California, San Francisco
Total raised: $13.8M
Funding Rounds 1
| Date | Series | Amount | Investors |
| 11.03.2025 | Series A | $13.8M | - |
Mentions in press and media 5
| Date | Title | Description |
| 11.03.2025 | Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors | Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information and integrates with key business and records systems to accelerate workflows, announced it has raised a $13.8 mill... |
| 06.03.2025 | Zocks Raises $13.8M in Series A Funding | 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... |
| 16.02.2024 | Zocks: Intelligent Communications Platform Company Raises $5.5 Million | Mark Gilbert (a former Twilio, Microsoft and Hearsay executive and product leader) and his co-founder Akos Ratku (a former engineering leader from Hearsay) launched Zocks, a privacy first AI platform that analyzes conversations with custome... |
| 15.02.2024 | Ex-Twilio VP launches Zocks, an AI that pulls structured data from free-flowing conversations | Today, Zocks, a startup looking to make working with complex information easier, emerged from stealth with $5.5 million in seed funding from Light Speed Venture Partners. Founded by ex-Twilio VP Mark Gilbert, the company has developed an AI... |
| - | Zocks | “The Meeting Assistant made for Financial Advisors” |