Zocks Raises $45M Series B
Summary
Zocks, a San Francisco-based privacy-first AI platform for financial advisors, raised $45 million in a Series B round. The round was co-led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and all existing investors including Motive Partners, Expanse Venture Partners, Entree Capital, and 14Peaks Capital. The new financing brings Zocks' total funding to $65 million and follows its $13.8 million Series A in March 2025. The company focuses on delivering privacy-conscious AI capabilities to financial advisors.
Funding
Amount
$45.0M
Total raised
Date
January 26, 2026
Announcement date
Investors
Lightspeed Venture Partners, Illuminate Financial, QED Investors
Lead investors
Company
-
Funded company
Classifications
industries
Financial Planning
applications
No applications detected
AskAI Classifications
Labels
No AI classifications detected