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Zocks Secures $13.8M Series A for AI-Driven Client Intelligence
Mar 06, 2025•over 1 year ago
Contract Type
partnership
San FranciscoSoftwareArtificial IntelligenceSaas
Description
Zocks has secured a $13.8M Series A funding to enhance its AI-driven client intelligence platform for financial advisors.
Company Information
Company
Zocks
Location
San Francisco, California, United States
About
Zocks is an intelligent communications platform that automatically captures critical information from conversations. Founded in 2022, it is designed to empower financial advisors by saving time and improving data accuracy while accelerating workflows. Zocks offers a privacy-first AI experience that integrates seamlessly with key business systems. The platform has quickly grown to onboard over 1,000 advisory firms since its launch in early 2024.
San FranciscoSoftwareArtificial IntelligenceSaas