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Zocks raised $13.8M in a Series A funding round led by Motive Ventures to enhance AI-driven client intelligence for financial advisors.

PRIVATEMar 06, 2025

Amount Raised

$13.8 Million

Round Type

Series A

San FranciscoSoftwareArtificial IntelligenceSaaS

Investors

Lightspeed Venture PartnersExpanse Venture PartnersMotive VenturesEntrée Capital14Peaks

Description

Zocks announced it has raised $13.8 million in a Series A round led by Motive Ventures with participation from Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks. The funding will be used to accelerate product development, team growth, and go-to-market efforts as the company expands its AI capabilities and explores new markets.

Quick answer

Zocks raised $13.8 Million in a Series A round, dated March 6, 2025. Investors: Lightspeed Venture Partners, Expanse Venture Partners, Motive Ventures, Entrée Capital and 14Peaks. Zocks is based in San Francisco, California, United States.

How much did Zocks raise?
Zocks raised $13.8 Million in a Series A round on March 6, 2025.
Who invested in Zocks?
Lightspeed Venture Partners, Expanse Venture Partners, Motive Ventures, Entrée Capital and 14Peaks are named as investors in this round.
What does Zocks do?
Zocks is an intelligent communications platform that automatically captures critical information from conversations.
Where is Zocks based and how big is it?
Zocks is based in San Francisco, California, United States. Fundz records about 114 employees.
Who are the decision-makers at Zocks?
Fundz holds 2 contacts at Zocks. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in SaaS and Software around the same time

Companies in the same sectors as Zocks that raised within 45 days of this round, from Fundz verified event records.

  • Hammerspace raised $100M (Funding Round) on April 16, 2025.
  • Tourmo raised an undisclosed amount (Debt Financing) on April 16, 2025.
  • LightSource Labs raised $33M (Series A) on April 15, 2025.
  • Mindset AI raised $5.7M (Funding Round) on April 15, 2025.
  • Doss raised $18M (Series A) on April 15, 2025.
  • Octolane raised $2.6M (Seed) on April 14, 2025.

Who to call at Zocks, and when

A new round usually means Zocks is about to hire and buy. The teams that reach out first get the meeting.

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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.

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Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

Zocks raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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