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Zocks | AI for Advisors
The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task…
Zocks | AI for Advisors
The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task…
TL;DR
What they do: Privacy-first AI meeting assistant that captures notes, automates follow-ups, updates CRMs, and drafts client communications for financial advisors.
Founded / HQ: Founded 2022; headquartered in San Francisco with a team in Budapest.
Funding: Raised ~$65M total — $13.8M Series A (Mar 2025) and $45M Series B (Jan 26, 2026).
Target customers: Financial advisors, wealth firms, and advisory teams.
Company Overview
Problem Domain
Workflow automation and client communication for financial advisors; meeting-note capture and CRM integration.
Founded
2022
Industry
Software Development
Funding Track Record
$13.8M
Lightspeed Venture Partners participated.
$45M
Additional participation from Illuminate Financial and existing investors.
Investor Signal
“Institutional investors including Lightspeed Venture Partners, QED Investors, Motive Ventures, Expanse Venture Partners, Entrée Capital, 14Peaks, and Illuminate Financial have participated in financing rounds.”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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