Zocks, raises $45m Series B to Expand its Agentic AI for Financial Advisors

Congrats to portfolio company Zocks on its $45m Series B. Trusted by thousands of advisors and firms of every size, Zocks has unique product market fit with its AI solution that saves financial advisors tens of hours each month.
Press Release

Congrats to portfolio company Zocks on its $45m Series B. Trusted by thousands of advisors and firms of every size, Zocks has unique product market fit with its AI solution that saves financial advisors tens of hours each month.

Well done to the Zocks team and Saul Levin who has led the investment from day 1. We can’t wait to see what’s next for Zocks!

Zocks Secures $45M To Expand Agentic AI For Financial Advisors

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