# Zocks

AI platform extracting client meeting information and managing workflows for financial advisers



Canonical: https://uniquebase.ai/companies/zocks
Stable identifier: UB-C6884
Snapshot captured: 2026-10-15T14:23:27.067Z
English updated: 2026-10-15T20:59:38.236Z

## Funding

Listed 1 record.
Latest: $13.8M (Series A), 2025-03-06.

- 2025-03-06 · $13.8M · Series A · 14Peaks Capital, Entrée Capital, Expanse Venture Partners, Lightspeed Venture Partners, Motive Ventures · https://www.zocks.io/press/zocks-secures-13-8m-series-a-to-power-ai-driven-client-intelligence-for-financial-advisors

## Valuation

Listed 1 record.

- 2025-03-06 · amount unavailable · Series A · 14Peaks Capital, Entrée Capital, Expanse Venture Partners, Lightspeed Venture Partners, Motive Ventures · https://www.zocks.io/press/zocks-secures-13-8m-series-a-to-power-ai-driven-client-intelligence-for-financial-advisors

## Revenue

No revenue records are listed yet.


## Team

No published team profiles are linked yet.

## Products

No published products profiles are linked yet.

## Investors

- [14Peaks Capital](/institutions/14peaks-capital)
- [Entrée Capital](/institutions/entree-capital)
- [Expanse Venture Partners](/institutions/expanse-venture-partners)
- [Lightspeed Venture Partners](/institutions/lightspeed-venture-partners)
- [Motive Ventures](/institutions/motive-ventures)

## Sources

- No source links are available for this profile.