Zocks: Valuation, Funding & Investors
Zocks is a privacy-first AI platform for financial advisors that automates administrative tasks and converts client conversations into structured data and actionable insights. The company integrates with CRM, financial planning, tax, and portfolio management systems to provide agentic AI capabilities that identify planning opportunities, streamline workflows, and support enterprise security and compliance.
Leadership & Board
- Current Number of Employees
- 208
- Current LinkedIn Followers
- 6,944
Latest Estimated Valuation
- Total Amount Raised
- $45M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $45M
- Latest Funding Round
- Series B
Company Momentum
PositiveZocks LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Employee Trend
Zocks had 208 employees as of November 2, 2026. The number of employees increased by 0 (0.00%) week-over-week.
Social Trend
Zocks had 6,944 followers as of November 2, 2026. The number of followers increased by 56 (0.81%) week-over-week.
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Jan 26, 2026 | Series B | $45.00M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| QED Investors | Series B |
| Lightspeed Venture Partners | Series B |
| Illuminate Financial | Series B |
| Entrée Capital | Series B |
| Motive Partners | Series B |
| Expanse Venture Partners | Series B |
| 14Peaks Capital | Series B |
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