Zoe Financial
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
57 employees · est. 2018 · New York, United States
QFS is the older company (1997 vs 2018).
Side-by-Side Comparison
| Metric | QFS | Zoe Financial |
|---|---|---|
| Founded | ||
| Founded | 1997 older | 2018 |
| Headquarters | ||
| Headquarters | Toronto, Canada | New York, United States |
| Employees | ||
| Employees | 160 | 57 |
| Industry | ||
| Industry | Financial Services, Insurance | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $16.30M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 4 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | MGA Services, Financial Advisors Support, Wealth Management, Insurance Products, Investments, Retirement Planning, Financial Planning, Family Business, Canadian Market, Independent Ownership, Customer-centric Approach, Second Generation Leadership, Inspired Interactions, Business Relationships, Corporate Governance | 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 |
| Website | ||
| Website | qfscanada.com | zoefin.com |
About QFS
QFS is a Canadian financial services and insurance startup founded in 1997. With the slogan "Feel like family™," QFS aims to provide exceptional support for advisors who want to feel at home. Their vision is to enable advisors to bring financial success to every Canadian, and their mission centers a...
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...
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