About Zocks
Zocks is a company based in San Francisco (United States) founded in 2022 by Akos Ratku and Mark Gilbert.. Zocks has raised $19.3 million across 2 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
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Net Profit
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EBITDA
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Total Equity Funding
$19.3 M (USD)
in 2 rounds
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Latest Funding Round
$13.8 M (USD), Series A
Mar 06, 2025
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Investors
Lightspeed Venture Partners
& 7 more
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Employee Count
Employee Count
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Products & Services of Zocks
Zocks offers a comprehensive portfolio of products and services, including Zocks Platform and Zocks APIs. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Automates meeting notes and follow-ups for financial advisors.
Enables seamless tech stack integration for data management.
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Funding Insights of Zocks
Zocks has successfully raised a total of $19.3M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $13.8 million completed in March 2025. 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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series A — $13.8M
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First Round
First Round
(15 Feb 2024)
- Investors Count 8
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2025 | Amount | Series A - Zocks | Valuation | Motive Partners | |
| Feb, 2024 | Amount | Seed - Zocks | Valuation | Lightspeed Venture Partners |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Zocks
Zocks has secured backing from 8 investors, including venture fund and angel investors. Prominent investors backing the company include Lightspeed Venture Partners, Motive Partners and Expanse. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity investments in financial services sector are facilitated.
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Founded Year | Domain | Location | |
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Venture capital investing in innovative companies across global sectors is undertaken by Lightspeed Venture Partners.
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Zocks
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Zocks
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Zocks Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Client management and notetaking platform is provided for financial advisors.
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| domain | founded_year | HQ Location |
Provider of an AI-powered advisory platform for accounting firms
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| domain | founded_year | HQ Location |
Delivers software-based solutions for enterprise and messaging needs.
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| domain | founded_year | HQ Location |
Automates repetitive accounting tasks to save time and enhance client interactions.
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| domain | founded_year | HQ Location |
Provides website design, content, SEO, and managed services for UK accounting firms.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Zocks
Frequently Asked Questions about Zocks
When was Zocks founded?
Zocks was founded in 2022 and raised its 1st funding round 2 years after it was founded.
Where is Zocks located?
Zocks is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of Zocks?
Mark Gilbert is the current CEO of Zocks. They have also founded this company.
Is Zocks a funded company?
Zocks is a funded company, having raised a total of $19.3M across 2 funding rounds to date. The company's 1st funding round was a Seed of $5.5M, raised on Feb 15, 2024.
What does Zocks do?
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.
What products or services does Zocks offer?
Zocks offers Zocks Platform and Zocks APIs.
Who are Zocks's investors?
Zocks has 8 investors. Key investors include Lightspeed Venture Partners, Motive Partners, Expanse, Entree Capital, and 14Peaks.
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