Zoe Financial
Latest round
- Series B
Last raised
- Apr 2025
Total raised
- $30M
Investors
- 9
About Zoe Financial
Founded in 2018 and based in New York, US, Zoe Financial, Inc. provides financial advisory services. The company was founded by its CEO Andres Garcia-Amaya. In April 2025, Zoe Financial, Inc. As of 2021, the company employs around 2,600 independent financial advisors. Zoe Financial operates an online platform that helps individuals find suitable financial advisors by answering a few questions and reviewing the matched advisor profile. The company’s financial advisors provide advice on finances, manages client’s assets, and offer various financial planning services such as retirement, investing, divorce, tax strategy, managing debt, home purchase, asset management, windfall, estate planning, and family planning. Zoe Financial has two types of fees structure for its services, they are: assets under management fee, which is calculated as a percentage of the total assets that the advisor manages for a client, and flat fees which is a single-time payment charged for providing guidance on the clients’ investment strategy. Zoe Financial also offers free resources for its clients such as the Zoe blog (personal finance and wealth management articles), white papers (insights on wealth industry’s trending topics), financial infographics, financial planning guides, and videos(webinars, process overview tutorial).
Who invested in Zoe Financial
9 investors across 2 rounds
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Questions about Zoe Financial
Who invested in Zoe Financial?
Zoe Financial has 9 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Zoe Financial raised?
Zoe Financial has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did Zoe Financial last raise money?
Zoe Financial's most recent round on record is a Series B, in Apr 2025.
What does Zoe Financial do?
Founded in 2018 and based in New York, US, Zoe Financial, Inc.
Where is Zoe Financial headquartered?
Zoe Financial is headquartered in New York, US.
Which VCs invest in companies like Zoe Financial?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Zoe Financial's stage. Their profiles are linked below.
VCs backing financial services startups at Series B
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