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3 Latest Announced Rounds

$1,218.03M Raised in 67 Funding Rounds in the past 7 Days - View All

Funding Round Profile

Zocks | AI for Advisors

start up
United States - San Francisco, CA
  • 12/03/2025
  • Series A
  • $13,800,000

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 managers.


Related People

Mark GilbertCo Founder

Mark Gilbert United States - San Francisco, California

Co-founding and leading Zocks for over two and a half years, we've pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed me to leverage my skills in AI, enterprise and fintech Platforms, as well as Go-to-market Strategy.

Prior to Zocks, I've held executive product and technology roles at Twilio, Hearsay Social and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from University of Waterloo.