THE DEAL, AT A GLANCE
2/4 reviewedZocks
Zocks
Zocks software schedules meetings, prepares advisors, writes notes, updates planning tools and drafts follow-up emails.
Zocks raised $13.8M Series A, announced 2026-09-2801What it doesZocks software schedules meetings, prepares advisors, writes notes, updates planning tools and drafts follow-up emails.Source-grounded · automated review · Explore ↗
Checked 2026-10-05 · Review due 2026-10-12
Read supporting source ↗Zocks automatically schedules the meeting,…
02Who 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 ↗03What 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 ↗04Why it mattersZocks helps financial advisors onboard clients faster by filling forms and starting planning workflows.Source-grounded · automated review · Explore ↗
Checked 2026-10-05 · Review due 2026-10-12
Read supporting source ↗Zocks automatically fills out intake…
Click a part to explore its evidence. The image is supplied by the cited source.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
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