Zocks has raised a US$45 million Series B co-led by Lightspeed and QED, the company said on 26 January 2026. Total funding reached US$65 million. Enterprise users named in the materials include Ameritas, Carson, Kestra and Osaic, with the AI assistant aimed at financial advisors' meeting prep, notes and follow-up work.
Leadership commentary said: "This past year has shown just how fast AI is advancing and, with it, how quickly client expectations are changing" A companion March 2026 release said Zocks had expanded producer workflows into life insurance — extending the same automation thesis from wealth advice into life distribution.
Advisor-facing AI lives or dies on CRM integration quality, supervision compliance and whether notes stay accurate enough for suitability files. Named enterprise logos help, but each shop still needs its own pilot metrics.
The Series B plus life expansion positions Zocks across more of the advice and protection distribution stack rather than as a single-meeting transcription toy.
Figures and customer claims in this piece are those stated by the company or acquirer in the cited materials.
AI-360 has not independently audited operating metrics named in the announcement.