SAN FRANCISCO—Zocks, the privacy-first AI platform designed for financial advisors, has announced a $45 million Series B funding round co-led by Lightspeed Venture Partners and QED Investors, with additional participation from Illuminate Financial and all existing investors, including Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital. The funding brings Zocks’ total capital raised to $65 million, following its $13.8 million Series A in March 2025. The new investment will accelerate Zocks’ mission to empower financial advisors with AI-powered automation tools that enhance client engagement, streamline workflows, and maintain strict data privacy standards. The platform leverages generative AI to help advisors manage client communications, generate personalized financial plans, and automate routine tasks—all while ensuring compliance with regulatory requirements and protecting sensitive client information. Zocks has gained traction among wealth management firms seeking to scale their services without compromising on security or personalization. The company emphasizes that its AI models are trained on encrypted, anonymized data and are built with privacy by design, addressing a key concern in the financial services industry. The latest funding round reflects growing investor confidence in AI-driven solutions tailored to regulated sectors, particularly financial advisory. With increasing competition in the fintech space, Zocks aims to differentiate itself through its focus on privacy, compliance, and practical automation that delivers measurable efficiency gains. Leadership at Zocks plans to use the capital to expand its engineering and product teams, deepen integrations with existing financial planning platforms, and broaden its market reach across the U.S. and select international markets. The company also intends to invest in AI research to improve the accuracy and contextual understanding of its tools, ensuring they deliver meaningful value to both advisors and their clients.