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.
- Total Equity Funding$64.3M (USD)
in 3 rounds
- Latest Funding Round$45M (USD), Series B
Jan 2026
- InvestorsLightspeed Venture Partners
& 9 more
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.
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.
- Total Funding $64.3M
- Total Rounds 3
- Last Round Series B — $45M
- First Round $5.5M
(Feb 2024)
- Investors Count 10
All 3 funding rounds of Zocks with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2026 | $45M | Series B | – | Lightspeed Venture Partners, QED Investors | |
| Mar 2025 | $13.8M | Series A | – | Motive Partners | |
| Feb 2024 | $5.5M | Seed | – | Lightspeed Venture Partners |
10 investors in total: 9 institutional and 1 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments in financial services sector are facilitated. | – | motivepartners.com | New York, United States | |
Venture capital investing in innovative companies across global sectors is undertaken by Lightspeed Venture Partners. | 1997 | lsvp.com | Menlo Park, United States | |
- | – | expansevp.com | - | |
Investments are directed toward pre-seed to Series C technology companies. | – | entreecap.com | London, United Kingdom | |
- | – | 14peaks.capital | - | |
Venture capital firm focused on early-stage startups | – | globalfounderscapital.com | Berlin, Germany | |
- | – | qedinvestors.com | - | |
- | – | illuminatefinancial.com | - | |
JH Jeremy Hermann | Angel investor, ex-entrepreneur, focused on Indian startups and technology | – | unknown_040cc7ffcaac44b99 | - |
- | – | ascendventures.biz | - |
Investor details for Zocks
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Zocks
22 people are tracked at Zocks (11 in leadership, 11 in team).
| Name | Role | Group |
|---|---|---|
Akos Ratku | Co-Founder | Leadership |
Mark Gilbert | Co-Founder & CEO | Leadership |
Joe Wesolaski | Managing Director, Enterprise Sales | Leadership |
Shawn P. Preisler | Managing Director Of Revenue | Leadership |
John Barkis | Head Of Implementation And Customer Service | Leadership |
Drew Dimarino | Chief Revenue Officer | Leadership |
Steven Latow | Vice President Of Business Operations | Leadership |
Ákos Ratku | Co-founder, CTO | Leadership |
Jim Hardeman | Executive Vice President, Product | Leadership |
Ethan John Pope | VP Of Revenue Operations | Leadership |
Mitchell Dunn | Head Of Enterprise Solutions | Leadership |
Cade Shatzer | Senior Account Executive | Team |
Matt Jensen | Principal Solution Architect | Team |
Balázs Lombosi | Senior Software Engineer | Team |
Noémi Sipos | Junior Software Engineer | Team |
Peter Balogh | Engineering Manager | Team |
János Kranczler | Staff Engineer | Team |
Adam Antal | Principal Cloud Infrastructure Engineer | Team |
Andrew Apel | Account Executive | Team |
Balazs Jakab | Software Engineer | Team |
2 more people are available in the full profile.
Complete people profiles for Zocks
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Zocks
3 dated milestones of Zocks across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Zocks is founded.
- Funding First funding round of $5.5M.
- Funding Latest funding round, Series B, of $45.0M.
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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| jumpapp.com | 2023 | Salt Lake, United States | $29.17M | – | Client management and notetaking platform is provided for financial advisors. | |
| brieff.io | 2022 | Sydney, Australia | – | – | Provider of an AI-powered advisory platform for accounting firms | |
| smasoft.co | 2005 | Sana, Yemen | – | – | Delivers software-based solutions for enterprise and messaging needs. | |
| accounton.io | 2019 | Antwerp, Belgium | – | 6 | Automates repetitive accounting tasks to save time and enhance client interactions. | |
| accsend.com | 2018 | Peterborough, United Kingdom | – | – | Provides website design, content, SEO, and managed services for UK accounting firms. | |
| expertli.com | 2021 | Sydney, Australia | – | – | Manages a digital hub offering advanced communication solutions for businesses. | |
| accountingproapp.com | 2023 | Sierra Vista, United States | – | – | All-in-one platform for accounting, bookkeeping, and business management tools. |
Detailed competitors of Zocks
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Zocks
The website of Zocks (zocks.io) receives about 165.7K visits a month and ranks #239,906 among all websites worldwide, #2,569 in Investing.
- Monthly visits165.7K
▲ 37.8% vs previous month
- Unique visitors19.5K
per month
- Global rank#239,906
among all websites
- Category rank#2,569
Finance · Investing
- Bounce rate27%
- Pages per visit7.2
- Average visit6 min 14 sec
- DevicesDesktop 86% · Mobile 14%
Websites whose visitors overlap most with Zocks. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
orioneclipse.com | orioneclipse.com | 100% | – | #384,919 | – |
| morningstar.com | 98% | 12.9M | #4,951 | View details | |
| schwab.com | 94% | 94M | #365 | View details | |
| fidelity.com | 94% | 129.5M | #275 | View details | |
| ycharts.com | 91% | 897.5K | #49,773 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for Zocks
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Zocks
Complete news archive for Zocks
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Zocks
10 companies that operate in the same segment as Zocks (Finance & Accounting Applications), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 2,360 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 | |
Spend management and accounts payable solutions are delivered to businesses. | 2019 | New York, New York, United States | USD 3.21 B | – | – | |
Business spends, payments, and rewards are streamlined by automated workflows. | 2011 | Hyderabad, Telangana, India | USD 13.75 M | USD 149.43 M | 431 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.16 B | – | 1 | |
Subscription-based online banking is offered to SMEs and freelancers. | 2017 | Paris, France | USD 717.15 M | – | – | |
Cloud-based ERP software is provided for business management across segments. | 1996 | Oslo, Oslo, Norway | USD 198.09 M | – | – | |
Payflow is recognized as a financial wellness application for employees. | 2020 | Alcobendas, Comunidad De Madrid, Spain | USD 58.23 M | – | – | |
Cloud-based HR and payroll solutions are offered for small businesses. | 2012 | San Francisco, California, United States | USD 718.35 M | – | – |
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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. The company's 1st funding round was a Seed of $5.5M, raised on Feb 2024.
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.
The website of Zocks receives about 166 thousand visits a month and ranks #239,906 among all websites worldwide.