Zocks - About the company
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 137 active competitors, including 23 funded and 14 that have exited. Its top competitors include companies like Jump, Senso and Mili.
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
Investors
Ranked
2nd among 137 active competitors
Employee Count
205 as on Sep 30, 2026
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Zocks's funding and investors
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 10 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 | 8509721 | Series B | 9534916 | 4648204 | 2315311 | 8684996 |
Mar 06, 2025 | 8925968 | Series A | 8672259 | 2819881 | 7490035 | |
Feb 15, 2024 | 8397555 | Seed | 6045166 | 4231787 |
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Zocks' founders and board of directors
Founder? Claim ProfileHere are the details of Zocks' key team members:
- Mark Gilbert: Co-Founder & CEO of Zocks. They are also an angel investor in 1 startup.
- Ákos Ratku: Co-Founder, CTO of Zocks. Contact Info: 1 email address
View details of Zocks's Founder profiles and Board Members
Zocks' employee count trend
Zocks has 205 employees as of Sep 26. Here is Zocks's employee count trend over the years:
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Zocks's Competitors and alternates
Top competitors of Zocks include Jump, Senso and Mili. Here is the list of Top 10 competitors of Zocks, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Jump 2023, Salt Lake City (United States), Series B | Developer of an AI assistant platform for financial advisory firms | $105M | 63/100 | |
2nd |  Zocks 2022, San Francisco (United States), Series B | AI-based communication management platform for financial advisors | $64.3M | 63/100 | |
3rd | Customer engagement and retention platform | $4.79M | 58/100 | ||
4th | Mili 2024, Wilmington (United States), Seed | Developer of agentic artificial intelligence platforms for wealth management firms | $2M | 55/100 | |
5th | Saturn 2023, London (United Kingdom), Series A | Provider of AI-powered wealth management platform | $17.8M | 53/100 | |
6th |  Nevis Wealth Technology 2024, London (United Kingdom), Series A | AI-powered wealth management platform for financial advisors and their teams to automate core workflows | $40M | 53/100 | |
7th | Zennify 2013, Meridian (United States), Series A | Provider of Salesforce consulting and data solutions for financial services. This firm offers strategic consulting, financial services consulting, data and AI advisory services, data solutions integration, managed services, and change management. They specialize in Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and nCino technologies. The company also develops accelerators to streamline implementations and provides ongoing support. Their services are tailored to meet the specific needs of financial institutions, focusing on measurable value and outcomes. | $7.5M | 48/100 | |
8th | Customer management solution for financial industries | $32.5M | 47/100 | ||
9th | ForwardLane 2015, New York City (United States), Series A | AI-powered decision intelligence platform | $6.98M | 47/100 | |
10th | 4Degrees 2017, Chicago (United States), Series A | Provider of relationship intelligence and deal flow software for private markets | $2.02M | 46/100 |
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Zocks's Investments and acquisitions
Zocks has made no investments or acquisitions yet.
Reports related to Zocks
Here is the latest report on Zocks's geography:
News related to Zocks
Filter this listMedia has covered Zocks for a total of 22 events in the last 1 year, 12 of them have been about company updates and 6 about partnerships.
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Founders Financial Partners With Zocks to Leverage AI Across Its Technology StackBusiness Wire•Oct 26, 2026•Founders, Zocks
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TruChoice Partners with Zocks to Expand AI Support for Financial ProfessionalsBusiness Wire•Oct 08, 2026•Truchoiceonline, Zocks
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Zocks Launches Advisor Intelligence Plugin with Seven Skills for ClaudeGlobal Fintech Series•Oct 01, 2026•Zocks
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Zocks Brings Client Conversation Context to New Claude for Financial AdvisorsBusiness Wire•Sep 14, 2026•Anthropic, Zocks
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Archive Intel Partners With Zocks to Streamline AI Compliance ReviewsGlobal Fintech Series•Sep 01, 2026•Archive Intel, Zocks
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Harbourfront Wealth Group partners with Zocks to bring AI-powered efficiency to its advisor networkFinancial Post•Aug 26, 2026•Harbourfront Wealth Management, Zocks
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VestGen Wealth Partners Expands Partnership with Zocks to Enhance Organic Growth Enablement PlatformPR Newswire•Aug 04, 2026•VestGen, Zocks
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Zocks Launches AI Scheduling to Automate Meeting Workflows for Financial AdvisorsMarTech Series•Jul 31, 2026•Zocks
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Jump and Zocks Raise Series B Rounds as Advisor AI Note-Taking ScalesC2 Media•Apr 10, 2026•Jump, Zocks
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