About Zocks
Zocks is a company based in San Francisco (United States) founded in 2022 by Akos Ratku and Mark Gilbert. Zocks has raised $64.3 million across 3 funding rounds from investors including Lightspeed Venture Partners, Motive Partners and Expanse. Zocks offers products and services including Zocks Platform and Zocks APIs. Zocks operates in a competitive market with competitors including Jump, Brieff, Sama Soft, Accounton and accSEND, among others.
- Headquarter San Francisco, United States
- Founders Akos Ratku, Mark Gilbert
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$64.3 M (USD)
in 3 rounds
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Latest Funding Round
$45 M (USD), Series B
Jan 26, 2026
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Investors
Lightspeed Venture Partners
& 9 more
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Employee Count
Not available
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Products & Services of Zocks
Zocks offers a comprehensive portfolio of products and services, including Zocks Platform and Zocks APIs.
Automates meeting notes and follow-ups for financial advisors.
Enables seamless tech stack integration for data management.
People of Zocks
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Funding Insights of Zocks
Zocks has successfully raised a total of $64.3M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $45 million completed in January 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Zocks
Zocks has secured backing from 10 investors, including venture fund and angel investors. Prominent investors backing the company include Lightspeed Venture Partners, Motive Partners and Expanse.
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Private equity investments in financial services sector are facilitated.
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Venture capital investing in innovative companies across global sectors is undertaken by Lightspeed Venture Partners.
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Investor details for Zocks
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Investments & Acquisitions by Zocks
Investment portfolio details for Zocks
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Financial Statements - Zocks
Detailed financials for Zocks
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Zocks Comparisons
Peer comparison for Zocks
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Competitors of Zocks
Zocks operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Jump, Brieff, Sama Soft, Accounton and accSEND, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Client management and notetaking platform is provided for financial advisors.
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Provider of an AI-powered advisory platform for accounting firms
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Delivers software-based solutions for enterprise and messaging needs.
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Automates repetitive accounting tasks to save time and enhance client interactions.
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Provides website design, content, SEO, and managed services for UK accounting firms.
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Detailed competitors of Zocks
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Latest news on Zocks
Complete news archive for Zocks
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Frequently Asked Questions about Zocks
Zocks was founded in 2022 and raised its 1st funding round 2 years after it was founded.
Zocks is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Mark Gilbert is the current CEO of Zocks. They have also founded this company.
Zocks is a funded company, having raised a total of $64.3M across 3 funding rounds to date.
Zocks was founded in 2022 in San Francisco, United States, as an AI-based platform focused on communication management within the financial advisory sector. Client conversations are analyzed to capture industry-specific insights, with key details on financial situations, investment goals, and life events automatically saved. Real-time data and insights are provided to advisors, supported by APIs and applications for business integration.
Zocks offers Zocks Platform and Zocks APIs.
Zocks has 10 investors. Key investors include Lightspeed Venture Partners, Motive Partners, Expanse, Entree Capital, and 14Peaks.