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 Financial and all existing investors, including Motive Partners, Expanse Venture Partners, Entree Capital, and 14Peaks Capital. The round brings total funding for Zocks to $65 million, and follows its $13.8 million Series A in March 2025.