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Zocks provides AI tools that automate meeting preparation and client records for financial advisors.
Founded in 2022, Zocks develops software for financial advisors that prepares meetings, records notes, captures action items, drafts follow-ups, and updates CRM systems. In January 2026, it raised USD 45 million in Series B funding co-led by QED Investors and Lightspeed Venture Partners, with participation from Illuminate Financial, Motive Partners, Expanse Venture Partners, Entree Capital, and 14Peaks Capital. Its Advanced Plan costs USD 80 per month per user and its Professional Plan costs USD 130 per month per user.
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