Finance AI start-up Zocks raises $45m in Series B funding round
Zocks has secured $45 million in Series B funding to expand its AI platform for financial advisors.
Zocks, a finance-focused enterprise AI start-up, has raised $45 million in a Series B round to broaden the use of its AI platform for financial advisors.
The company said the round was co-led by Lightspeed Venture Partners and QED Investors, included participation from Illuminate Financial and existing backers, and brings Zocks' total funding to $65 million after a $13.8 million Series A in March 2025.
Zocks said the funding will accelerate development of its agentic AI that it says moves beyond automating administrative tasks to identify planning opportunities across an advisor’s entire book and recommend next steps based on contextual insights.
"Zocks is both a system of work for advisors, and now also a system of insight for advisors and firms," said CEO and co-founder Mark Gilbert.
"We’re aggregating data and intelligence to identify revenue-producing activities, and to guide advisors to be more personalized and proactive across their entire book."
The company said its platform already saves advisors more than 10 hours per week by converting client conversations into structured data and offering two-way integrations with CRM, financial planning, tax, and portfolio systems to automate workflows such as client onboarding, account openings, meeting preparation, follow-ups, and document processing.
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More than 5,000 financial firms currently use the AI product, Zocks said, including Ameritas, Carson Group, Kestra Financial, and Osaic.
The company added that the injection of new capital will be used to scale enterprise capabilities, expand integrations, and enhance security and compliance features so firms can deploy agentic AI at enterprise scale.
The Recap
- Zocks raised $45 million in a Series B round.
- The round brings the company's total funding to $65 million.
- Funding will expand integrations, security and agentic AI.
