# Zoe Financial

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/zoe-financial

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.zoefin.com
- Total disclosed funding: $30M
- Latest round: Series B (Apr 14, 2025)
- Investors on record: 9

## About

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. raised USD 20 million in series B funding led by new investor Sageview Capital, with participation from other new investors CapTrust Financial Advisors, Creative Planning, LLC, Mariner Wealth Advisors, Perigon Wealth Management, and Falcon Wealth Planning. 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). The company plans to use the April 2025 funding to expand its wealth platform capabilities and scale its team to help RIAs grow and serve clients more efficiently.

## Funding rounds

- Series B, Apr 14, 2025, $20M — Sageview Capital, Mariner Wealth Advisors, Perigon Wealth Management, Captrust, Creative Planning, LLC, Falcon Wealth Planning
- Series A, May 18, 2021, $10M — Thirdstream Partners, Republic Capital, Open Opportunity Fund

## Investors

- Thirdstream Partners (https://capitalatlas.ai/funds/thirdstream-partners) — Series A
- Republic Capital (https://capitalatlas.ai/funds/republic-capital) — Series A
- Open Opportunity Fund (https://capitalatlas.ai/funds/open-opportunity-fund) — Series A
- Sageview Capital (https://capitalatlas.ai/funds/sageview-capital) — Series B
- Mariner Wealth Advisors — Series B
- Perigon Wealth Management — Series B
- Captrust — Series B
- Creative Planning, LLC — Series B
- Falcon Wealth Planning — Series B