Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to accelerate workflows, today announced it has raised a $13.8 million Series A round led by Motive Ventures with participation from existing investor Lightspeed Venture Partners. Additional investors in the round include Expanse Venture Partners, Entrée Capital, and 14Peaks. The investment will accelerate Zocks' mission to empower advisory firms with data-driven insights while maintaining the personal touch essential to client relationships.

Founded in 2022, Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows.