You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Zocks, the AI assistant, notetaker and meeting automation application for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65 million. The company, which has emphasized developing for enterprise-size firms, along with automation, privacy controls and security, will use the investment to expand its ...