Zocks, founded in 2022 by CEO Mark Gilbert, has raised $45 million in its Series B funding round. The company is known for its AI-powered assistant designed for financial advisors, which automates tasks like client onboarding and document processing. Currently utilized by over 5,000 financial firms, Zocks claims to save advisors more than 10 hours each week by converting client conversations into structured data. The new funding will help Zocks enhance its agentic AI capabilities, moving beyond just automation of administrative tasks. The company plans to invest in expanding its enterprise capabilities, which includes better integrations and improvements in security and compliance features. Prior to this round, Zocks secured $5.5 million in a seed round and $13.8 million in a Series A round in 2024.