Zocks
Meeting assistant for financial advisors
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.
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
Last Round
Series A — $13.8M (Mar 2025)
Fundraising Status
Series A · $13.8M · 1y 6mo ago
private1 disclosed rounds
Funding History
| Round | Amount | Date | Lead Investor | Post-Money |
|---|
| Series A | $13.8M | Mar 2025 | — | — |
Talent Signal
Hiring data for Zocks has not been collected yet — the monthly talent sweep hasn't reached this company. Check back soon.
Competitors
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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.