Skip to content
Sectors How it works Pricing Client stories

Insights

Companies Live signals Events Markets Trends Company lists
Log in
Platform Signal Tracker API Radar Book a 7-day Readout
Zoe Financial logo — Zoe is the modern wealth planning platform that allows you t...

Zoe Financial

Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.

Founded 2018 United States New York, United States 57 employees Venture round Total: $16.30M Finance, Financial Services +1

General Information

Company Name Zoe Financial
Founded Year 2018
Location United States New York, United States
Founders / Decision Makers
Team member Team member
Employees 57
Industries Finance, Financial Services, Fintech
Funding Stage Venture round
Social

BounceWatch is an independent company data service, not affiliated with Zoe Financial. To contact Zoe Financial, visit zoefin.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Zoe Financial compare?

A PDF of Zoe Financial and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Zoe Financial soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Zoe Financial

Zoe Financial is a modern wealth planning platform founded in 2018 and headquartered in the United States. The company's slogan "Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide" emphasizes its mission to provide tailored wealth creation and client service through innovative technology. Zoe targets clients seeking service, stewardship, and solutions previously only accessible to the ultrawealthy, positioning itself as a financial steward committed to supporting clients at every step. The company's last investment round was a Venture Round on 24 May 2022, with Bossanova Investimentos as the investor. Previously, Zoe has secured $16.3M in funding from SoftBank and top operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash, signifying confidence in the platform's potential. Zoe's unique selling point lies in its carefully curated ecosystem, which vets advisors offering personal and conscientious guidance for wealth growth. The company's advisor network comprises only the most qualified aligned-interest advisors in the country, recognized with Zoe's Seal of Approval after passing a rigorous vetting process. The company's core values emphasize putting the client first, acting like an owner, building like a teammate, adopting a growth mindset, showing grit, being optimistic, acting with urgency, and driving impact. These values reflect Zoe's commitment to exceptional client service and creating meaningful work consistently. The recent investment from Bossanova Investimentos underlines confidence in Zoe's innovative approach to wealth planning and the firm's potential to redefine the financial services industry.

Business keywords: wealth planning, financial stewardship, trusted advisors, innovative technology, client service, vetting process, independent wealth planners, venture capital backed, softbank investment, collaborative teamwork, growth mindset, resilience, impact-driven

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round Undisclosed 1
Bossanova Investimentos
24 May 2022
Series A $10.00M 9
Nomad Ventures Karman Ventures Republic capital
Nomad Ventures, Karman Ventures +7
18 May 2021
Seed Round $4.30M -
18 Sep 2019
Seed Round $2.00M -
25 Sep 2018

Zoe Financial Alternatives & Competitors

View All Alternatives
Zoe Financial vs
O'Neill Asset Management
O'Neill Asset Management United States

We provide you with specialized knowledge and personalized service.

6 employees
Finance, Financial Services
Zoe Financial vs
De Rendtmeesters
De Rendtmeesters The Netherlands

Overzicht, Uitzicht en Inzicht

17 employees
Finance, Financial Services
Zoe Financial vs
Sullivan Financial Advisors
Sullivan Financial Advisors United States

CT Based Independent Holistic Financial Planning & Wealth Management.

7 employees
Finance, Financial Services
View all alternatives

FAQ About Zoe Financial

Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
Zoe Financial was founded in 2018.
Zoe Financial is headquartered in New York, United States.
Zoe Financial operates in Finance, Financial Services and Fintech. Its work centres on wealth planning, financial stewardship, trusted advisors and innovative technology.
Zoe Financial has approximately 57 employees.
Zoe Financial has completed 4 funding rounds, raising a total of $16.30M. The latest funding stage is Venture round.
Top alternatives and competitors to Zoe Financial include O'Neill Asset Management, De Rendtmeesters, Sullivan Financial Advisors, CAIS, Nitrogen. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Zoe Financial and O'Neill Asset Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Zoe Financial, https://bouncewatch.com/company/zoe-financial, updated 30 December 2024. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Talk to an analyst Book a 7-day Readout