Zocks
5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2).
$45M Series B+ ·
Led by Lightspeed · Source: fundraisingfox.com
Total raised: $58.8M across 2 sourced rounds
All 2 rounds ↓Signals
X account@zocksio · created Dec 18, 2023 (2 years old) · 217 followers
Website registeredFeb 7, 2022 (4 years old)
About Zocks
Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
TIMELINE · MONEY RAISED
Zocks | 1123 days from website to first raise on record
Money raised, round by round (amounts linked to their source). Pins are dated signals; hover the icons for dates.
Funding rounds
| Date | Round | Amount | Lead | Source |
|---|---|---|---|---|
| Series B+ | $45M | fundraisingfox.com | ||
| Series A | $13.8M | fundraisingfox.com |
Timeline
- X account created
- Website created
Founders and team
MG
Mark Gilbert CEO and Co-founder@markegilbert · source: zocks.ioÁR
MH
Matt Halloran Chief Evangelist
Investors
114Peaks Capital
EEntrée Capital
EExpanse Venture Partners
IIlluminate Financial
LLightspeedlead investor
MMotive Ventureslead investor
QQED Investorslead investor
RRFG Advisory
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Sources and API
Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/zocks (get a free API key).