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Zoe Financial logo

Zoe Financial

Recent Finacing

Series B

Recent Raise

$29.6M

Zoe Financial is a NYC-based digital wealth platform that connects investors with registered investment advisors (RIAs) through an end-to-end account opening and portfolio management experience.

Founded 2018
New York, United States
11-50
Private
zoefin.com
PitchBook

Highlights

Focus Areas

Financial Services
FinTech
Personal Finance

Recent Investors

ThirdStream Partners logo
Sageview Capital logo
Creative Planning logo
Mariner Wealth Advisors logo
Falcon Wealth Planning logo
Perigon Wealth Management logo
CAPTRUST logo
Republic Capital logo
SoftBank logo

Financials

$42.6M

Total Raised

3

Funding rounds

9

Investors


Team

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See the team members at Zoe Financial.