Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed ...
The PE-backed San Francisco startup is betting that “agentic” AI can help firms sift through client conversations for ...
Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...
Zocks, a builder of an AI assistant for financial advisers, has raised $45 million in a Series B funding co-led by Lightspeed Venture Partners and QED Investors, the startup told Crunchbase News ...
With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book ...
Zocks, the privacy-first AI platform for financial advisors, today announced it has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with ...
Software developers have spent the past two years watching AI coding tools evolve from advanced autocomplete into something ...
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AI advisory firm Zocks lands $45m Series B investment

With this new funding, the company’s total raised capital now stands at $65m.
LONDON – On a more than typically busy Thursday morning in Soho, the gray December sky spat rain. Traffic was stop-and-go, but mainly stop. Even the sidewalks were congested. Finally, alongside the ...
It’s that time of season when we want to shine a spotlight on some of the top hockey players in each class. In the first of a four-part series, NJ Advance Media will put a spotlight on the senior ...