Zocks
PrivateLast Round
Series B
Jan 26, 2026
Total Funding Raised
$64.3M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Zocks is a business/productivity software company that provides a privacy-first AI platform for financial advisors to automate administrative tasks by turning client conversations into structured data.
Sector
FinTech
Verticals
Wealth Management, NLP & Conversational AI, Document Management, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zocks Comparables
Compare Zocks with similar companies based on industry and business-model similarity.
Zocks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 26, 2026 | ||||
| Series A | Mar 6, 2025 | ||||
| Seed | Feb 15, 2024 |
Key People
Founding team and executive leadership
Zocks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ascend Venture Capital | Seed |
| Global Founders Capital | Seed |
| Entrée Capital | Series A, Series B |
| Entrée Capital | Series A, Series B |
| QED Investors | Series B |
| Illuminate Financial Management | Series B |
| Expanse Venture Partners | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Grew 23% QoQ, from 153 to 188 employees.
- Jul 24, 2026
Grew 24% QoQ, from 144 to 179 employees.
Recent news
Latest coverage and updates
- integrates_withSep 15, 2026
Zocks integrated with Anthropic Limited on Sep 16th '26.
- launchesAug 3, 2026
Zocks launched scheduling tool for adviser workflows on Aug 3rd '26.
- launchesJul 31, 2026
Zocks launched Zocks Scheduling on Jul 31st '26.
Zocks Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Zocks's valuation, stock price, and market status.
Is Zocks a public or private company?
Zocks is a private company.
What is the current stock price of Zocks?
Zocks is a private company with no public stock price. No recent secondary market data is available.
How much is Zocks worth (valuation)?
Valuation information for Zocks is not publicly available.
Can I buy Zocks stock?
Zocks shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Zocks's last funding round?
Zocks's most recent funding round was Series B on January 26, 2026.
Who are the main investors in Zocks?
Key investors in Zocks include QED Investors, Motive Partners, Lightspeed Venture Partners.
Will Zocks IPO soon?
No public IPO plans have been announced for Zocks.
How can I track Zocks secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Zocks's secondary market activity and sign up for updates.