Meeting assistant for financial advisors. Listed on Harmonic's Hot 25 (Q2 2025 #9, Q3 2025 #15); best rank #9 in Q2 2025. Harmonic headcount ~55.
Financial Software
Current Valuation
Private
PRIVATE
IPO Outlookprivate
Is Zocks going public?
No. Zocks is private and has not filed to go public. There is no S-1 on file.
What is Zocks' valuation in 2026?
No confirmed valuation is on record for Zocks. The roster shows funding and investors where they are public; it does not estimate a mark.
Has Zocks filed an S-1?
No public S-1 is on file for Zocks.
Is Zocks publicly traded — can you buy Zocks stock?
No. Zocks is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Zocks on its Pre-IPO Access Desk.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Company Profile
Employees
~55
Last Round
Series A — $13.8M (Mar 2025)
IPO Status
private
Fundraising Status
Series A · $13.8M · 1y 8mo ago
private1 disclosed rounds
Funding History
Round
Amount
Date
Lead Investor
Post-Money
Series A
$13.8M
Mar 2025
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Talent Signal
Hiring trend
▼ Hiring downtrend
-28% vs 2026-09
Open roles
21
via lever
Product-build share
62%
engineering, research, product, design
Trajectory
strengthening
product-led hiring — 62% of open roles build product; the rest are go-to-market and G&A.
Recent senior hire: 1 senior hire (CRO); open roles trending down.
Open roles by month
Open roles by function
■ product-building ■ go-to-market / G&A
Key Executive Moves
INLeader Drew DiMarinoCRO · 2026-09-20
From trusted-source news extraction (deep-enrich pipeline); dates approximate publication, not effective date.
Counted from Zocks's live job board as of 2026-10-21; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.
Founders & Key People
Ákos RatkuMark Gilbert
Competitors
jump · granola
AIWealth ManagementMeeting Assistant
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of recent date. Refreshed quarterly.