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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 Series Unknown Total: $16.30M Finance, Financial Services +1

General Information

Company Name Zoe Financial
Founded Year 2018
Location United States New York, United States +1
Founders / Decision Makers
Team member Team member
Employees 57
Industries Finance, Financial Services, Fintech
Funding Stage Series Unknown
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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.

Taxonomy: 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 •••••• 1 •••• •••• 24 May 2022
Series A •••••• 9
Investor Investor Investor
•••• •••• 		18 May 2021
Seed Round •••••• - 18 Sep 2019
Seed Round •••••• - 25 Sep 2018

Zoe Financial Alternatives & Competitors

Zoe Financial vs
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Grow Advisory Group
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Also compare with: Zoe Financial vs Canvas Wealth Advisors Canvas Wealth Advisors Zoe Financial vs QFS QFS

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 the following industries: Finance, Financial Services, Fintech.
Zoe Financial has approximately 57 employees.
Zoe Financial has completed 4 funding rounds, raising a total of $16.30M. The latest funding stage is Series Unknown.
Top alternatives and competitors to Zoe Financial include Summit Trail Advisors, Grow Advisory Group, Zenith Retirement, Canvas Wealth Advisors, QFS. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Zoe Financial and Summit Trail Advisors 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.

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