Summit Trail Advisors
Guiding Generational Wealth
109 employees · est. 2015 · New York, United States
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
Summit Trail Advisors is the older company (2015 vs 2018).
Side-by-Side Comparison
| Metric | Summit Trail Advisors | Zoe Financial |
|---|---|---|
| Founded | ||
| Founded | 2015 older | 2018 |
| Headquarters | ||
| Headquarters | New York, United States | New York, United States |
| Employees | ||
| Employees | 109 | 57 |
| Industry | ||
| Industry | Financial Services, Banking | 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 | Wealth Management, Financial Advisory, Private Wealth, Family Office, Fiduciary Services, Investment Solutions, Client Collaboration, Investment Platform, Philanthropic Services, Networked Family Office | 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 | summittrail.com | zoefin.com |
About Summit Trail Advisors
Summit Trail Advisors is a Networked Family Office founded in 2015. The company's slogan, "Success Through Partnership," reflects its commitment to offering an elevated approach to managing significant wealth. With a focus on catering to individuals who have outgrown traditional wealth managers, Sum...
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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Funding, hiring, leadership and stack changes at Summit Trail Advisors and Zoe Financial — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Summit Trail Advisors on 28 Oct 2024, and Zoe Financial on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.