Zocks
Privacy-first agentic assistant turning advisor conversations into structured data
Zocks converts advisor-client conversations into structured data and automates downstream administrative work such as meeting prep, notes, forms and client emails. It integrates with CRM, planning, tax and portfolio systems and emphasises a privacy-first design that avoids storing recordings.
GAII take
Strong enterprise traction; the conversation-to-structured-data framing positions it beyond notetaking into form and data automation.
Strong enterprise traction; the conversation-to-structured-data framing positions it beyond notetaking into form and data automation.
- Website
- zocks.io
- Headquarters
- San Francisco, CA, USA
- Company type
- Scale-up
- Funding
- $65M · Series B
- Latest round
- Series B · $45M · Jan 2026
- Status
- Active
- Founders
- Mark Gilbert
- Investors
- Lightspeed Venture Partners, QED Investors, Illuminate Financial, Motive Partners, Expanse Venture Partners, Entrée Capital
- Named customers
- Ameritas, Carson Group, Kestra Financial, Osaic, RFG Advisory
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Voice & transcriptionAgents & automationDocument extraction
- Delivery
- SaaS application
GAII ID GAII-T0477 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.