Z
Zocks
A meeting assistant for financial advisors
About Zocks
Zocks.io operates in the video conferencing market, offering AI-powered solutions to enhance video calls with real-time intelligent analysis and precise data residency controls. The company serves businesses and organizations that require secure and efficient video communication tools. Zocks.io's business model revolves around providing both out-of-the-box and customizable meeting solutions, leveraging data analytics to deliver unmatched privacy and performance. Revenue is generated through subscription fees for their software services, targeting clients who prioritize data security and advanced analytical capabilities in their video communications.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2022
- Headquarters
- San Francisco, United States
- Employees
- 158
- Open positions
- 21
- Dealroom signal
- 94.2/100
- Industry
- Fintech, Enterprise Software
- Sub-industry
- Financial Management Solutions
- Sector
- Fintech, Core AI, Generative AI, genAI Applications
- Technology
- Artificial Intelligence
- Business model
- SaaS
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES BOther financing | Jan 2026 | $45M | $180M | Entrée Capital · Illuminate Financial · QED Investors · Motive Partners | ↗ |
| SERIES AOther financing | Mar 2025 | $14M | $55M | Lightspeed Venture Partners · 14Peaks Capital · Expanse Venture Partners · Entrée Capital | ↗ |
Growth signals
Latest recorded traffic for Zocks is 290K monthly website visits, up 61.1% over the last three months. Zocks's team grew 61.2% over the past year.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
Series A6 investors entered at this stage
Motive Partners
14Peaks Capital
Expanse Venture Partners
Entrée Capital
QED Investors
Illuminate Financial
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Zocks on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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