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§ Product Launch

Product Zocks Ai Assistant Launch

Launched:Aug 24, 2025

Introduction Company Sources

Quick Facts

Date: Aug 24, 2025
Product: AI Assistant
Organization: Zocks

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Introduction

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Company

Zocks is a privacy-first AI platform for organizing meeting notes for financial advisors.

Type

private

Location

San Francisco, CA, USA

Founded

2022

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Sources

Exclusive: Zocks Raises $45M Series B From Lightspeed, QED For AI Assistant To Financial Advisers