THE DEAL, AT A GLANCE
From the announcementZocks
01Who is involvedBacked by Motive Ventures, existing investor Lightspeed Venture Partners</strong>From the announcement
Summarized from the deal record's source announcement; not yet independently reviewed.
Read the announcement ↗02What happenedZocks raised $13.8M Series A, announced 2026-09-28From the announcement
Summarized from the deal record's source announcement; not yet independently reviewed.
Read the announcement ↗03Why it mattersZocks is a Series A company building a privacy-first AI platform for financial advisors, with the financing led by Motive Ventures and participation from existing…From the announcement
Summarized from the deal record's source announcement; not yet independently reviewed.
Read the announcement ↗Click a part to explore its evidence. Unsupported imagery is withheld rather than guessed.Original record source ↗
Zocks · Financing Record
Explore source-linked visual explanations for Zocks. Unsupported claims are withheld while source review continues.
Record 12958 · Recorded date: 2026-09-28
What it does
After a client meeting or receiving a document, Zocks updates hundreds of fields in your planning tool so you can build plans faster and close more prospects.
Source: zocks.io ↗