Zocks Secures $45M in Series B Funding for Privacy-First AI Platform for Financial Advisors

San Francisco has no shortage of AI pitches. Most sound like someone discovered a thesaurus and a GPU on the same day. Zocks doesn’t. Zocks sounds like work, the kind financial advisors quietly drown in while everyone else talks about the future. Founded in 2022 by Mark Gilbert and Ákos Ratku, Zocks was built to live inside advisor, client conversations and turn them into something structured, useful, and compliant, without hitting record like a nervous intern.

On January 26, 2026, Zocks closed a $45M Series B, bringing total capital to $65M. Lightspeed Venture Partners returned with Arif Janmohamed, repeating the conviction behind the seed. QED Investors joined with Laura Bock, planting a flag in advisor infrastructure that understands regulation instead of ignoring it. Illuminate Financial, Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital rounded out a raise that reads less like hype and more like intent.

Zocks launched publicly in February 2024 after a quiet beta and moved fast without making noise. Today, more than 5,000 financial organizations across the U.S. and Canada use the platform. Ameritas, Carson Group, Kestra Financial, Osaic, and RFG Advisory aren’t casual logos. Advisors using Zocks reclaim over ten hours a week, not by doing less work, but by letting the platform handle memory. Meetings become data. Conversations become action. No default recordings. No loose ends for compliance to chase.

The product works because the founders lived the problem. Mark Gilbert came through Microsoft, Hearsay Systems, and Twilio, where software either respects reality or gets rejected. Ákos Ratku built and scaled engineering teams in Budapest long before distributed work was fashionable. That dual rhythm, San Francisco urgency, Budapest precision, shows up in a platform built for firms that hate risk but value efficiency.

This raise is about moving from notes to nerve. Zocks is expanding agentic AI that lets advisors query their entire book of business and act without stitching tools together. Drew DiMarino scales distribution with cycle-tested patience. Matt Halloran translates AI into advisor language without the condescension. Michael Murphy shapes the conversation around trust, not tricks.

Zocks sounds soft, but this is infrastructure. It absorbs noise, keeps advisors moving, and stays between friction and the foot. The money is fuel. The question is whether this becomes the system advisors quietly rely on while everyone else keeps talking.