Zocks, a privacy-first AI platform focused on enhancing client intelligence for financial advisors, has secured $13.8m in its Series A funding round.
The investment was led by Motive Ventures, with additional backing from Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks.
The WealthTech firm, established in 2022, specialises in leveraging AI to capture, analyse, and process client interactions, delivering insights and automating workflows for advisory firms. Since its official launch in early 2024, Zocks has rapidly gained traction, onboarding more than 1,000 advisory firms to its platform.
With the fresh capital, Zocks plans to accelerate its product development, expand its team, and strengthen its go-to-market initiatives. A key focus will be enhancing its AI capabilities, particularly in developing AI-driven agents to automate manual processes such as drafting email responses, filling out account applications, and processing forms. The company is also planning to roll out advanced analytics tools, allowing firms to gain deeper insights into their entire client base. Additionally, Zocks intends to explore opportunities to expand into the European market.
Zocks has already secured partnerships with several prominent FinTech platforms, including Wealthbox, Redtail, and Practifi. It has also established relationships with large advisory networks such as Carson Group, Osaic, RFG Advisory, and Cambridge Financial Group, reinforcing its position as a leading player in the advisory technology ecosystem.
Zocks CEO and co-founder Mark Gilbert said, “The future of wealth management belongs to advisors who can harness unstructured client data and turn it into real-time intelligence. This investment allows us to accelerate AI-driven innovation, expand our team, and deepen our integrations, ensuring that Zocks remains as the industry’s most advanced solution for client intelligence and workflow automation.”
Motive Ventures principal Harsh Govil said, “We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products.
“Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents. Motive’s portfolio companies support an estimated 100,000 advisors, 100M+ end client accounts, and have approximately $22Tn of associated end client assets, so we believe this is a perfect match.”
Prior to this Series A, Zocks raised $5.5m in a seed round led by Lightspeed, which coincided with the company’s official launch.
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