Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

Zocks has raised $45 million in fresh capital as it looks to push its AI platform deeper into advisors’ day-to-day work and firm-level strategy. The San Francisco-based firm said Monday it closed a ...

SAN FRANCISCO & DALLAS, February 04, 2026--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial advisors, and Wealth.com, the modern planning platform for wealth management firms, ...

Zocks, the AI assistant, notetaker and meeting automation application for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, ...

Artificial intelligence-powered note-taking tools are gaining traction in wealth management. Processing Content Jump and Zocks, two rapidly growing startups, have both seen significant investment and ...