Financial advisors
-
Business & Markets · Startups Zocks Closes $45M Series B to Accelerate AI-Powered Automation for Financial Advisors
Insider Brief PRESS RELEASE — Zocks, the privacy-first AI platform for financial advisors, announced it has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from Illuminate… -
Business & Markets · Startups Jump Closes $20M Series A Funding Round, Led by Battery Ventures, to Transform Financial Advisors’ Workflows Using AI
The AI economy, every weekday morning
The daily briefing plus the weekly Scale-ups to watch edition. Free, no spam, unsubscribe any time.