Zocks is a technology company.
Zocks has raised $20.0M across 3 funding rounds.
Key people at Zocks.
Zocks has raised $20.0M in total across 3 funding rounds.
Key people at Zocks.
Zocks is a privacy-first, enterprise-grade AI platform designed specifically for financial advisors and advisory firms. It automates administrative tasks such as meeting note-taking, form filling, client emails, and data entry by transforming client conversations into structured, actionable intelligence. This enables advisors to save significant time, strengthen client relationships, and grow their businesses with confidence. Zocks serves solo advisors, mid-size practices, and large enterprises, integrating seamlessly with CRM and wealth management systems to enhance workflow automation and compliance[1][2][5][7].
Founded in 2022 and based in San Francisco, Zocks was co-founded by Mark Gilbert (CEO) and Ákos Ratku (CTO), both bringing extensive experience in enterprise software and financial services technology. The idea emerged from the founders’ firsthand understanding of the inefficiencies financial advisors face in managing client interactions and compliance. Early traction came through partnerships with leading advisory firms such as Carson Group, Osaic, and Commonwealth Financial Network, validating the platform’s value in real-world advisory workflows[1][3][6].
Zocks rides the growing trend of AI-driven automation in financial services, addressing the increasing demand for efficiency, compliance, and personalized client engagement. The timing is critical as financial advisors face mounting regulatory pressures and client expectations for tailored service. By converting unstructured client conversations into actionable data, Zocks empowers advisors to leverage AI without sacrificing the personal touch essential in wealth management. Its enterprise-ready design and privacy-first approach position it as a strategic enabler in the evolving wealthtech ecosystem[1][6][7].
Looking ahead, Zocks aims to deepen its market relevance by expanding partnerships with strategic broker-dealers and advisory networks while enhancing its AI capabilities and customer experience. Trends shaping its journey include broader adoption of generative AI, increasing regulatory scrutiny, and the push for digital transformation in financial advisory practices. Zocks is well-positioned to evolve from a productivity tool to a critical platform that redefines how advisors deliver value and scale their businesses, reinforcing its leadership in AI-powered client intelligence[3][6].
Zocks has raised $20.0M in total across 3 funding rounds.
Zocks's investors include Lightspeed Venture Partners, QED Investors, Motive Ventures, 14Peaks Capital, Ron Pragides.
Zocks has raised $20.0M across 3 funding rounds. Most recently, it raised Series B in January 2026.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Jan 26, 2026 | Series B | Lightspeed Venture Partners, QED Investors | Motive Ventures, 14Peaks Capital |
| Mar 1, 2025 | $14.0M Series A | Lightspeed Venture Partners, Ron Pragides | |
| Feb 1, 2024 | $6.0M Seed | Lightspeed Venture Partners, Ron Pragides |