Lightspeed Venture Partners and QED Investors led a $45m Series B round in Zocks.

Lightspeed Venture Partners and QED Investors, venture capital firms, led a $45m Series B round in Zocks, an AI assistant for financial services, with participation from Illuminate Financial, Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital. With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book of business and act on them faster by suggesting what to do next, based on contextual insights.