Motive Ventures的动态

??? Zocks | AI for Advisors Secures $13.8 Million to Transform AI-Driven Wealth Management ?? At Motive, we are dedicated to shaping the future of financial technology and wealth management. Through Motive Ventures, our early-stage investment platform, we continue to back category-defining companies that are driving innovation in AI-powered financial services. That’s why we’re excited to lead the $13.8 Million Series A in Zocks,?alongside Lightspeed, Entrée Capital, 14Peaks Capital, and Expanse Venture Partners. ???Why this matters Financial advisors handle vast amounts of unstructured client data—from emails to meetings?and more. Zocks transforms these interactions into real-time insights, automating workflows, eliminating manual data entry, and allowing advisors to scale their businesses efficiently. With 1,000+ advisory firms onboarded including enterprise customers, integrations with Wealthbox, Redtail, Zocks is redefining client intelligence in wealth management. ???Why Motive? At Motive, we don’t just invest in trends—we help shape the future of wealthtech.??Motive’s portfolio companies support an estimated 100,000 advisors, 100M+ end client accounts, and have approximately $22Tn of associated end client assets - Zocks | AI for Advisors is a perfect match for our ecosystem. ???What’s next? This funding will fuel Zocks’ AI-driven analytics, automation, and?deep?integrations, setting a new industry standard for wealthtech. ? Congratulations to Mark Gilbert and the entire Zocks team! We’re proud to back you in transforming wealth management with AI. Read more in the press release (linked in the comments). #MotiveVentures #Zocks #AI #WealthTech #Fintech #WealthManagement #FinancialAdvisors