Zocks
Founded 2022 · 55 employees · 8 known investors
Zocks is an AI assistant for financial advisors that automates administrative work such as meeting notes, intake and account forms, client email replies, and CRM updates. It also turns client conversations into structured data and reporting to help advisory firms track life events and grow AUM.
AI & Machine LearningFintechSaaSSales Tech
Founders & leadership
Zocks was founded in 2022 by Ákos Ratku and Mark Gilbert.
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Investors · 8
Ascend Venture CapitalSeattle · $250K – $750K
Entrée CapitalTel Aviv · $150K – $15M
14Peaks Capitalreported · 2 sourcesZug
Illuminate Financialreported · 2 sourcesLondon · $1M – $8M
Lightspeed Venture Partnersreported · 2 sourcesMenlo Park · $1.7M – $87M
Motive Partnersreported · 2 sourcesNew York · $1M – $10M
QED Investorsreported · 2 sourcesAlexandria · $30K – $25M
Also in the syndicate · 1
Expanse Venture Partners
Funding
SEC filings, press & company announcements$45M disclosed across 1 round · 2026
- $45MSeries BJan 2026 · 5 sources
Lightspeed Venture Partners (lead), QED Investors (lead), 14Peaks Capital, Entrée Capital, Expanse Venture Partners, Illuminate Financial, Motive Partners
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 6
by search overlapWealthmanagement43 shared keywordsWealthManagement.com is a media and news publication covering the wealth management and financial advisory industry, offering research, industry awards, and editorial features on topics like estate planning, retirement plans, and advisor technology. It serves financial advisors, wealth management firms, and plan sponsors.
Investmentnews42 shared keywordsInvestmentNews is a news and media publication covering the financial advisory and wealth management industry, reporting on regulation, markets, RIAs, ETFs, and retirement planning. It serves financial advisors and wealth professionals through articles, interviews, and video content.
SmartAsset33 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Zoom28 shared keywordsZoom operates an AI-powered work platform for video communications and collaboration, including products such as Zoom Contact Center. It serves businesses and enterprises for remote and hybrid work communication.
Wealthbox25 shared keywordsWealthbox is a CRM platform for financial advisors and advisory firms, providing contact management, email sync, sales pipeline tracking, customizable workflows, and an AI notetaker that records and transcribes notes. It integrates with over 150 custodial platforms and wealthtech applications.
Zapier24 shared keywordsZapier provides a platform for connecting AI models and agents to workflows and business applications, enabling teams to automate tasks across over 9,000 apps without coding. The platform serves enterprises, operations teams, and businesses of all sizes looking to deploy AI-driven automation for lead capture, customer support, employee onboarding, and other business processes.
Companies competing with Zocks for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Zocks do?
- Zocks is an AI assistant for financial advisors that automates administrative work such as meeting notes, intake and account forms, client email replies, and CRM updates. It also turns client conversations into structured data and reporting to help advisory firms track life events and grow AUM.
- Who founded Zocks?
- Zocks was founded by Ákos Ratku, Mark Gilbert in 2022.
- Who are Zocks's investors?
- Zocks's investors include Ascend Venture Capital, Entrée Capital, 14Peaks Capital, Illuminate Financial, Lightspeed Venture Partners, Motive Partners, QED Investors.
- How much funding has Zocks raised?
- Zocks has disclosed $45M raised across 1 round.