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- RFG Advisory
RFG Advisory portfolio
RFG Advisory has 1 portfolio company on record at Recent Funding, with 1 investment in the last 12 months.
About this page
Its most recent investment on record is Zocks's $45M Series B+ round in January 2026, alongside Illuminate Financial, Motive Ventures, 14Peaks Capital and 4 others. That company is in AI agents.
What RFG Advisory invests in
How RFG Advisory invests
| Stage | Deals | Capital in rounds |
|---|---|---|
| Series B+ | 1 100% | $45M |
RFG Advisory portfolio companies
| Company | Round with RFG Advisory | Total raised | Latest raise |
|---|---|---|---|
AI agents |
Series B+ · $45M | $58.8M | Jan 26, 2026 Series B+ |
Most frequent co-investors
LLightspeed1 shared round · last Jan 26, 2026
EEntrée Capital1 shared round · last Jan 26, 2026
QQED Investors1 shared round · last Jan 26, 2026
IIlluminate Financial1 shared round · last Jan 26, 2026
MMotive Ventures1 shared round · last Jan 26, 2026
114Peaks Capital1 shared round · last Jan 26, 2026
EExpanse Venture Partners1 shared round · last Jan 26, 2026
Similar investors
CCamber Partners1 company · 1 deal in 12 mo
CCarrick Capital Partners1 company · 1 deal in 12 moCCopper Sky Capital1 company · 1 deal in 12 mo
FFT Partners1 company · 1 deal in 12 mo
IImprobable1 company · 1 deal in 12 mo
IIntegrity Growth Partners1 company · 1 deal in 12 mo
Investors whose portfolios on Recent Funding center on the same category (AI agents).
How this is counted
Share is of the 1 round on Recent Funding that name RFG Advisory. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists RFG Advisory, which is a subset of its real portfolio. API: /api/v1/investors/rfg-advisory (get a free API key). More: the most active VC firms and new venture capital funds.