Log in
Enquire now
Zoe Financial

Zoe Financial

Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.We make wealth creation tailored and convenient through innovative technology and exceptional client service.

OverviewStructured DataIssuesContributors

Contents

zoefinancial.com
Is a
Organization
Organization
Company
Company

Company attributes

Industry
Software as a service (SaaS)
Software as a service (SaaS)
‌
Data Analytics
Financial technology
Financial technology
Location
‌
New York, New York, United States
B2X
B2C
B2C
CEO
Andres Garcia-Amaya
Andres Garcia-Amaya
Founder
Andres Garcia-Amaya
Andres Garcia-Amaya
Number of Employees (Ranges)
11 – 50
Email Address
Investors
‌
CAPTRUST
‌
Perigon Wealth Management
‌
Falcon Wealth Planning
‌
Sageview Capital
‌
Creative Planning
Mariner Wealth Advisors
Mariner Wealth Advisors
Total Funding Amount (USD)
29,600,000
Latest Funding Round Date
April 29, 2025
Latest Funding Type
Series B
Series B

Other attributes

Latest Funding Round Amount (USD)
29,600,000
No article content yet.

Timeline

No Timeline data yet.

Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

Title
Author
Link
Type
Date
No Further Resources data yet.

References

Find more companies like Zoe Financial

Use the Golden Query Tool to find similar companies in the same industry, location, or by any other field in the Knowledge Graph.
Open Query Tool
Access by API
Golden Query Tool
Golden logo

Company

  • Home
  • Pricing
  • Enterprise

Legal

  • Terms of Service
  • Enterprise Terms of Service
  • Privacy Policy

Help

  • Help center
  • API Documentation
  • Contact Us
By using this site, you agree to our Terms of Service.