Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.
Zoe Financial has raised $29.6M in total funding. The most recent round was Series B. The last funding was announced in April 2025.
Zoe Financial's investors include Sageview Capital, CAPTRUST, Mariner Wealth Advisors, Bossa Invest, Nomad Ventures.
Zoe Financial is headquartered in New York, United States.
Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.
Zoe Financial is at the Series B stage.
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"Zoe Financial — Funding & Investors." VCBacked, April 29, 2025, https://www.vcbacked.co/company/zoe-financial. Accessed July 19, 2026.
VCBacked. (2025). Zoe Financial — Funding & Investors. Retrieved July 19, 2026, from https://www.vcbacked.co/company/zoe-financial
{{cite web |title=Zoe Financial — Funding & Investors |url=https://www.vcbacked.co/company/zoe-financial |website=VCBacked |access-date=July 19, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated