Save 10+ hours a week. Zocks automates your meeting notes, forms, emails, CRM updates, and financial plans — so you can focus on clients. Trusted by 5,000+ firms.
Location: United States, California, San Francisco
Total raised: $58.8M
Investors 1
| Date | Name | Website |
| 11.02.2026 | QED Invest... | qedinvesto... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 26.01.2026 | Series B | $45M | - |
| 11.03.2025 | Series A | $13.8M | - |
Mentions in press and media 14
| Date | Title | Description |
| 04.05.2026 | Illuminate Financial Secures $135M for Next-Gen Enterprise AI and Fintech Growth | Illuminate Financial secures $135 million for its Early Growth Fund. Eight top financial institutions are key investors. The fund targets Series B and later Enterprise AI and fintech companies. It focuses on technology at the critical junct... |
| 29.04.2026 | Illuminate Financial Closes $135m Early Growth Fund to Back the Next Generation of AI & Fintech for Financial Services | LONDON, April 29, 2026 /PRNewswire/ -- Illuminate Financial has closed its fourth fund at $135 million, bringing together eight of the world's leading financial institutions to back Enterprise AI and Fintech companies building the infrastru... |
| 26.01.2026 | Zocks Raises $45M in Series B Funding | Zocks, a San Francisco, CA-based provider of a privacy-first AI platform for financial advisors, raised $45M in Series B funding The round was co-led by Lightspeed Venture Partners and QED Investors, along with participation from Illuminate... |
| 26.01.2026 | Zocks Secures $45M To Expand Agentic AI For Financial Advisors | Zocks Extends Its AI Platform With New $45M Series B Round Zocks has secured $45 million in new funding. The round was co-led by Lightspeed Venture Partners and QED Investors. Existing backers also joined. They included Motive Partners, Exp... |
| 26.01.2026 | Zocks Raises $45M Series B | SAN FRANCISCO, CA, Zocks, the privacy-first AI platform for financial advisors, announced it has raised $45 million in Series B funding. >> Click here for more funding data on Zocks >> To export Zocks funding data to PDF and Ex... |
| 06.08.2025 | Expanse: $18 Million Inaugural Fund Announced | Expanse, a new asset management firm with a family office perspective, has announced the launch of its inaugural $18 million fund. The fund will invest in a diverse portfolio of businesses that utilize technologies such as AI and machine le... |
| 12.03.2025 | Zocks: Revolutionizing Financial Advisory with AI-Powered Insights | In the bustling world of finance, where every second counts, Zocks emerges as a beacon of innovation. This San Francisco-based startup has recently secured $13.8 million in Series A funding, a significant leap towards transforming how finan... |
| 11.03.2025 | Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors | Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information and integrates with key business and records systems to accelerate workflows, announced it has raised a $13.8 mill... |
| 06.03.2025 | Zocks Raises $13.8M in Series A Funding | Zocks, a San Francisco, CA-based privacy-first AI platform for financial advisors, raised $13.8m in Series A funding. The round was led by Motive Ventures with participation from Lightspeed Venture Partners, Expanse Venture Partners, Entrée... |
| 06.03.2025 | Zocks Raises $13.8M Series A Round | SAN FRANCISCO, CA, Zocks today announced it has raised a $13.8 million Series A round. >> Click here for more funding data on Zocks >> To export Zocks funding data to PDF and Excel, click here Zocks, a privacy-first AI platform... |
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