Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

SAN FRANCISCO, November 18, 2025--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial advisors, today announced a direct integration with RightCapital, a leading financial planning ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a partnership with Carson Group, a ...

Zocks, the AI assistant, notetaker and meeting automation application for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, ...

The action continues in the AI space as two firms expanding their presence in the wealth management sector, including a new challenger in the advisor-focused notetaker arena. Zocks announced Thursday ...

SAN FRANCISCO, November 12, 2025--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced ...

Two major wealth tech players are rolling out new tools aimed at helping RIAs and wealth management firms accelerate client acquisition and improve service delivery. At the Future Proof Festival in ...

Zocks, an AI-powered notetaker and automated assistant platform for advisors, has hired Matt Halloran, co-founder and former chief relationship officer at ProudMouth, as chief evangelist. Halloran ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Today, Zocks, a startup looking to make working with complex information ...