Zocks, a San Francisco, CA-based, privacy-first AI platform for financial advisors, has raised $45 million in a Series B funding round.
Investors
The round was co-led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and all existing investors, including Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital.
Lightspeed Venture Partners is a global, multi-stage venture capital firm that manages over $40 billion in assets under management (AUM). With a physical presence in the U.S., Europe, India, Israel, and Southeast Asia, the firm has backed more than 1,000 companies. Lightspeed focuses on accelerating disruptive innovations in the enterprise, consumer, health, and fintech sectors.
QED Investors is a venture capital firm that focuses exclusively on fintech. Founded in 2007, QED typically invests from Seed through Growth stages. QED manages over $4.2 billion in assets and has a portfolio of more than 225 companies, including nearly 30 unicorns.
Zocks Use of Funds
The funding will expand Zocks’ agentic AI capabilities, enhance enterprise integrations, and strengthen security and compliance features to support advisors in uncovering new business opportunities.
About Zocks
Founded in 2022, Zocks is an AI platform designed to help financial advisors save time and grow their business with confidence. It automates administrative tasks, such as meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks allows advisors to maximize productivity while delivering personalized, proactive service. Headquartered in San Francisco, California, Zocks serves over 5,000 firms, including Ameritas, Carson Group, Kestra Financial, and Osaic.
Funding Details
Company: Zocks
Raised: $45.0M
Round: Series B
Funding Date: January 2026
Lead Investors: Lightspeed Venture Partners, QED Investors
Additional Investors: Illuminate Financial, Motive Partners, Expanse Venture Partners, Entrée Capital, 14Peaks Capital
Company Website: https://www.zocks.io/
Software Category: AI / Workflow Automation
Source:https://www.zocks.io/press/zocks-raises-45m-series-b-to-accelerate-ai-powered-automation-for-financial-advisors