When was Zocks founded?

Zocks was founded in 2022 and raised its 1st funding round 2 years after it was founded.

Where is Zocks located?

Zocks is headquartered in San Francisco, United States.

Who is the current CEO of Zocks?

Mark Gilbert of Zocks. They have also founded 1 company and are an angel investors in 1 startup.

How many employees does Zocks have?

As of May 31, 2026, the latest employee count at Zocks is 158.

Is Zocks a funded company?

Zocks is a funded company, having raised a total of $64.3M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Feb 15, 2024.

When was the latest funding round of Zocks?

Zocks' latest funding was a $***** Series B round on Jan 22, 2026, with participation from 7 investors.

Where does Zocks rank among its competitors?

Zocks ranks 1st amongst 25 active competitors, only 1 of which is funded. Zocks, which secured $45M in Jan, 2026.

Who are the top competitors of Zocks?

Zocks' top competitors include Jump, Accounton and Brieff. Among them, Zocks secured the most recent funding round in January, 2026.

Zocks - 2026 Company Profile, Team, Funding & Competitors

Zocks is a series B company based in San Francisco (United States), founded in 2022 by Mark Gilbert and Ákos Ratku. It operates as an AI-based communication management platform for financial advisors. Zocks has raised $64.3M in funding from investors like Lightspeed Venture Partners, QED Investors and Motive Partners. The company has 25 active competitors, including 1 funded and 1 that has exited. Its top competitors include companies like Jump, Accounton and Brieff.

Company Details

AI-based communication management platform for financial advisors. It offers a platform that captures industry-specific insights from client conversations. It automatically saves key details on clients' financial situations, investment goals, and life events to provide real-time insights and data. It also offers APIs and applications for businesses.

Website: www.zocks.io/
Social
Email ID: *****@zocks.io

Key Metrics

Founded Year

2022

Location

San Francisco, United States

Stage

Series B

Total Funding

$64.3M in 3 rounds

Latest Funding Round

Series B, Jan 22, 2026, $*****

Investors

Lightspeed Venture Partners & 9 more

Ranked

1^st among 25 active competitors

Employee Count

158 as on May 31, 2026

Similar Companies

Cleo AI & 1778 more

View Zocks' full profile

Zocks has raised a total funding of $64.3M over 3 rounds. Its first funding round was on Feb 15, 2024. Its latest funding round was a Series B round on Jan 22, 2026 for $*****. 7 investors participated in its latest round. Zocks has 9 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of Zocks:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 22, 2026	5930261	Series B	8810176	3704800	8600917	3853012
Mar 06, 2025	3286915	Series A	6595316	7269662	3716364	Lightspeed Venture Partners & 3 more
Feb 15, 2024	1467896	Seed	8099406	1212519	Lightspeed Venture Partners	Global Founders Capital & 1 more

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View details of Zocks's funding rounds and investors

The founders of Zocks are Mark Gilbert and Ákos Ratku. Mark Gilbert is the CEO of Zocks.

Here are the details of Zocks' key team members:

Mark Gilbert: Co-Founder and CEO of Zocks. They are also an angel investor in 1 startup.
Contact Info: 1 email address
Ákos Ratku: Co-Founder, CTO of Zocks.

View details of Zocks's Founder profiles and Board Members

Zocks' employee count trend

Zocks has 158 employees as of May 26. Here is Zocks's employee count trend over the years:

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Top competitors of Zocks include Jump, Accounton and Brieff. Here is the list of Top 10 competitors of Zocks, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Zocks 2022, San Francisco (United States), Series B	AI-based communication management platform for financial advisors	$64.3M	Illuminate Financial, Global Founders Capital ... & 8 others	63/100
2nd	Jump 2022, Salt Lake City (United States), Unfunded	Developer of an AI platform for financial advisor workflow automation	-	-	53/100
3rd	Accounton 2019, Antwerp (Belgium), Unfunded	Provider of an AI assistant for automating customer interactions	-	-	35/100
4th	Brieff 2022, Sydney (Australia), Funding Raised	Provider of an AI-powered advisory platform for accounting firms	-	Antler	31/100
5th	Sama Soft 2005, Sana (Yemen), Unfunded	Software-based enterprise and messaging solutions	-	-	27/100
6th	accSEND 2018, Peterborough (United Kingdom), Unfunded	Messaging tool for accountants	-	-	22/100
7th	Social Media Age 2008, London (United Kingdom), Acquired	Provider of UK domain name sales and transfer services	-	-	21/100
8th	FinMate AI 2022, San Francisco (United States), Unfunded	AI-powered platform offering communication solutions	-	-	21/100
9th	C-Profile 2012, Eindhoven (Netherlands), Unfunded	CRM management platform for financial advisors	-	-	20/100
10th	Counteo 2018, Geneva (Switzerland), Unfunded	Accounting and communications management platform	-	-	18/100