Zoe Financial

New York, United States

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

$29.6M raised

Apr 2025

Series B

Financial Services FinTech Software Wealth Management

Top Investors

Sageview CapitalCAPTRUSTMariner Wealth AdvisorsBossa InvestNomad Ventures

Founder Contacts

19,000+ verified contacts

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Frequently Asked Questions about Zoe Financial

How much funding has Zoe Financial raised?

Zoe Financial has raised $29.6M in total funding. The most recent round was Series B. The last funding was announced in April 2025.

Who are Zoe Financial's investors?

Zoe Financial's investors include Sageview Capital, CAPTRUST, Mariner Wealth Advisors, Bossa Invest, Nomad Ventures.

Where is Zoe Financial headquartered?

Zoe Financial is headquartered in New York, United States.

What does Zoe Financial do?

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

What stage is Zoe Financial at?

Zoe Financial is at the Series B stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated April 29, 2025.

MLA

"Zoe Financial — Funding & Investors." VCBacked, April 29, 2025, https://www.vcbacked.co/company/zoe-financial. Accessed June 4, 2026.

APA

VCBacked. (2025). Zoe Financial — Funding & Investors. Retrieved June 4, 2026, from https://www.vcbacked.co/company/zoe-financial

Wikipedia (cite web)

{{cite web |title=Zoe Financial — Funding & Investors |url=https://www.vcbacked.co/company/zoe-financial |website=VCBacked |access-date=June 4, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated April 29, 2025.

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