Certified by Founder Lodge
Zocks | AI for Advisors
United States - San Francisco, CA
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1 Disclosed Funding Rounds $13,800,000
0 Participating Investments
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Founded date
2022
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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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 a
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| March, 12 ,2025 | Series A | $13,800,000 |
14Peaks Capital
Entrée Capital
Motive Ventures
Expanse Venture Partners
Grai (YC S22)
Kennect Inc.
Equalum
Shopic
PixieBrix
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Hawcx | $3,000,000 | (Mar 13, 2025)
LlamaIndex | $19,000,000 | (Mar 13, 2025)
elea | $4,351,562 | (Mar 13, 2025)
