Key facts
- Zocks’s last known valuation is $266.0M (Jan 2026).
- It has raised $64.3M; the latest was Secondary Transaction - Private ($13.8M) in Feb 2026.
- Notable investors include Lightspeed Venture Partners, Global Founders Capital, QED Investors, Entrée Capital, Motive Partners — 14 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 14 names
- ·Watchlist + deal alerts for Zocks
- ·The full record, as it builds
Funding rounds
No funding rounds for Zocks are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Zocks
Developer of an AI assistant designed to reduce administrative workload for financial advisors. The company offers automated meeting preparation, note generation, client communications, form handling, and document processing, enabling financial advisors to maintain accurate records, streamline daily operations, and focus more time on client relationships.
- Sector
- Information Technology
- HQ
- San Francisco, CA, United States
- Founded
- 2022
- Employees
- 144
- Website
- zocks.io/
- Ownership
- Privately Held (backing)
Zocks doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Zocks shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Zocks in its N-PORT filings yet. We sweep new filings monthly.