Overview
San Francisco-based Zocks has raised $45 million in a Series B funding round, co-led by Lightspeed Venture Partners and QED Investors. The company offers a privacy-first AI platform for financial advisors, automating administrative tasks and integrating with core advisor tools. With over 5,000 financial firms using its platform, Zocks aims to enhance enterprise features and improve client service. This funding brings Zocks' total capital raised to $65 million.
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Investors: Lightspeed Venture Partners, QED Investors
San Francisco-based Zocks has raised $45 million in a Series B funding round, co-led by Lightspeed Venture Partners and QED Investors. The company offers a privacy-first AI platform for financial advisors, automating administrative tasks and integrating with core advisor tools. With over 5,000 financial firms using its platform, Zocks aims to enhance enterprise features and improve client service. This funding brings Zocks' total capital raised to $65 million.