business #agent 📝 BlogAnalyzed: Jan 26, 2026 18:48

Zocks Secures $45M in Funding to Revolutionize Financial Advisory with AI

Published:Jan 26, 2026 18:45

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1 min read

Analysis

Zocks, an AI assistant for financial advisors, is poised to transform the industry with its innovative approach. Securing $45 million in Series B funding, led by Lightspeed and QED Investors, demonstrates strong investor confidence in Zocks' potential. This investment will likely accelerate the development of cutting-edge AI tools for financial professionals.

Key Takeaways

•Zocks is an AI assistant specifically designed for financial advisors.
•The company successfully raised $45 million in Series B funding.
•Total funding for Zocks now reaches $65 million, indicating strong investor backing.

Reference / Citation

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"Zocks, which offers an AI assistant for financial advisers, raised a $45M Series B co-led by Lightspeed and QED Investors, taking its total funding to $65M"

TechmemeJan 26, 2026 18:45

* Cited for critical analysis under Article 32.

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