Zocks, a US-based startup founded in 2022 by Mark Gilbert and Ákos Ratku, has set out to change the financial advisory landscape by streamlining day-to-day operations through AI-driven automation. Rather than offering a generic AI-powered assistant, the company has built an enterprise-ready platform specifically designed to support financial advisors in managing workflows, extracting insights from client conversations, and seamlessly integrating with existing fintech ecosystems.
Since launching in early 2024, Zocks has gained significant traction, onboarding over 1,000 advisory firms and securing partnerships with major fintech platforms such as Wealthbox, Redtail, and Practifi. A recent $13.8 million Series A funding round, led by Motive Ventures with participation from Lightspeed Ven
Zocks Used the Dream Experience Method to Secure a $13.8 Million Funding Boost
- By Anshika Mathews
- Published on
One of the methods that Zocks uses internally, originally popularized by Airbnb, is designing the "dream experience" for the user.
