About
Zocks is a privacy-first AI platform designed for financial advisors and firms. It automates administrative tasks such as meeting note-taking, form filling, and client emails, while also extracting valuable insights from client conversations to strengthen relationships and drive business growth. The platform integrates with existing CRM and wealth stack tools, ensuring compliance and security.
Key facts
At-a-glance profile data
- Website
- zocks.io
- Headquarters
- San Francisco, United States
- Founded
- 2022
- Total funding
- $64M (Series B)
- Business model
- B2B
zocks pricing
| Plan | Price | Includes |
|---|---|---|
| Essentials | $67 / month | Meeting preparation, AI Note-taking, CRM integration |
| Professional | $117 / month | Everything in Essentials, Zocks MCP to connect Claude, ChatGPT and other AI tools, Automatically fill out forms |
| Ultimate | $184 / month | Everything in Professional, Native meeting scheduling, Automatically write replies to client emails |
Get 2 months free with annual payments. Prices shown are per user per month billed annually. Monthly billing also available at $80 for Essentials, $140 for Professional, and $220 for Ultimate per user per month.
Plans as published by zocks, checked September 2026. Current prices on zocks.io
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 26 Jan 2026 | Series B | $45M | Lightspeed Venture Partners, QED Investors |
| 6 Mar 2025 | Series A | $14M | Motive Ventures |
| 15 Feb 2024 | Seed | $6M | Lightspeed Venture Partners |
Tech stack
Detected on zocks.io, last scanned 26 Sept 2026. Run your own scan
- Analytics
- Google Tag Manager
- Support
- Intercom
- CMS / Builders
- Webflow
- CDN
- Cloudflare
- Email provider
- Google Workspace
Frequently asked
How much funding has zocks raised?
zocks has raised a total of $64M in funding. The most recent round on record is Series B.