Zocks

San Francisco, CA, United States

Zocks provides an AI assistant platform for financial advisors to manage client relationships and workflows.

Zocks, based in San Francisco, CA, United States, has 7 investors on file, among them 14Peaks Capital, Ascend and Entrée Capital. Its latest round on record is Series B, 26 Jan 2026, of 2 rounds. Its site was last checked 13 Nov 2026: site answers.

zocks.io

Funding

2 rounds on record

Latest roundSeries B26 Jan 2026

Since that round10 monthsno later round on record

Time between rounds11 monthson average, over 2 rounds

Investors in its rounds96 with a VCinfo profile

Jan 2026Series BLed by Lightspeed Venture Partners, with QED Investors, Entrée Capital, Illuminate Financial, 14Peaks Capital, Motive Partners and 1 other

Mar 2025Series ALed by Motive Partners, Motive Ventures, with Lightspeed Venture Partners, Entrée Capital, 14Peaks Capital

Round sizes and total raised are on Fundup AI, our sister product for funding data.

Investors

7 investors on file

Investor	Evidence	Type
14Peaks Capital	Page + round	Venture capital
Ascend	Portfolio page	Venture capital
Entrée Capital	Portfolio page	Venture capital
Illuminate Financial	Page + round	Venture capital
Lightspeed Venture Partners	Portfolio page	Venture capital
Motive Partners	Page + round	Venture capital
QED Investors	Portfolio page	Venture capital

A company is shown only after its own site answers and carries its name. Sites are checked again on a schedule, because domains lapse and get bought. Round stages and dates come from Fundup AI; investor links come from portfolio pages and rounds; other facts name their source when you point at them. How we grade the data

At a glance

Latest round: Series B, 26 Jan 2026
Investors on file: 7
Founded: 2022
Employees: 51-200
Headquarters: San Francisco, CA, United States
Address: San Francisco, CA, United States
Open roles: 19
Site: Answers
Last checked: 13 Nov 2026

Company data by Fundup AI.

Tech stack by StrataDB

Zocks runs on 20 tools StrataDB has found, including:

Amazon Web ServicesCloudflareFigmaGoogle CloudGoogle Tag ManagerGoogle WorkspaceKubernetesLever

See the full stack, with sources, on StrataDB

Backed by the same investors

Companies sharing two or more investors with Zocks.

Alphastream2 shared

Bunch2 shared

Endowus2 shared

Fordefi2 shared

Informatica2 shared

Model ML2 shared

Get this company as JSON

GET /v1/companies/zocks.io
GET /v1/companies/zocks.io/investors
GET /v1/companies/zocks.io/news

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VCinfo API

$ curl -H "X-API-Key: YOUR_KEY" \
  https://api.vcinfo.io/v1/companies/zocks.io/investors

# also
GET /v1/companies/zocks.io
GET /v1/companies/zocks.io/news

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