22–23 SeptStarts in 3 days, 6 hours, 59 minutes and 47 secondsBeacon Collective: Illuminate 2026Event details

Zocks

FinTechAutomation

The Meeting Assistant for Financial Advisors. Zocks is a privacy-first AI platform that organizes meeting notes for financial advisors.

2022
Founded
4y
Age
$19M
Total funding
Automation
Area

Funding timeline

Mar 2025
Series A - Zocks
Feb 2024
Seed Round - Zocks
Members only

1 earlier round amount is shown to members.

Create a free account

Ask our AI about Zocks

A profile says who they are. Ask what it means: market size, ARR estimated from headcount, number of competitors, and implied runway and burn. Answered with sources.

Start researching