Zoe Financial
New York
About Zoe Financial
Zoe Financial is a wealth planning platform that connects clients with financial advisors based on personalized criteria. The platform matches individuals to advisors tailored to their specific requirements and budget. Zoe Financial aims to facilitate connections between clients and financial advisors who align with their financial goals and preferences.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: Less than $1M
- Total funding: $45.9M
- Funding stage: Early Stage Venture
- Last round: Series B (Apr 2025)
- Website: zoefinancial.com
- Phone: 646-847-2106
Industries & Categories
Financial Services, FinTech, Software, Wealth Management
Social Profiles
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