Zocks

Raised $45M in a Series B round, announced 26 January 2026.

Round

Zocks raised $45 million in a Series B round led by Lightspeed and QED.

Amount
$45M
Stage
Series B
Announced
26 January 2026
Leads
Lightspeed Venture Partners, QED Investors
Other investors
Illuminate Financial, Motive Partners, Expanse Venture Partners, Entrée Capital, 14Peaks Capital
Use of funds
Additional investments will scale the company's enterprise capabilities through expanded integrations, security, and compliance features.
Total raised
$65M to date
Checked
Amount and date matched across 3 press sources

Company

AI assistant tools for financial advisers and wealth management firms.

Based in
San Francisco
Founded
2022
Sector
AI
Website
zocks.io ↗

Founders

Sources and links

Sources
Exclusive: Zocks Raises $45M Series B From Lightspeed, QED For AI Assistant To Financial Advisers - Crunchbase news.google.com
Zocks Raises $45M Series B for Advisor AI Tools - Wealth Management news.google.com
Zocks Raises $45M Series B to Accelerate AI-Powered Automation for Financial Advisors - Business Wire news.google.com
Website
zocks.io ↗
LinkedIn
Mark Gilbert ↗, Akos Ratku ↗
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