Zocks Used the Dream Experience Method to Secure a $13.8 Million Funding Boost

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 Venture Partners and other investors, is set to propel the company’s next phase of expansion. The new capital will be used to refine its AI capabilities, expand its team, and explore European market entry.

One of the key elements that sets Zocks apart is its AI-driven approach to client intelligence. Unlike traditional AI notetakers that simply transcribe conversations, Zocks analyzes them, builds detailed client profiles, and automates action items. Advisors can rely on the system to:

• Capture client interactions and synthesize information across multiple touchpoints
• Identify and auto-fill forms for key action items
• Automate time-intensive workflows such as email responses and account applications
• Integrate directly with CRM systems while ensuring data privacy
• Standardize client data capture across an entire organization

The efficiency gains are notable, with advisors saving an average of 45 minutes per client meeting, allowing them to focus more on strategic planning rather than administrative tasks.