Series B Round

Zoe has secured $30 million in Series B funding to enhance its digital wealth management platform, which provides personalized financial advice and investment strategies tailored to individual needs. This funding round, led by Sageview Capital, brings Zoe's total funding to $45 million, enabling the company to further innovate and streamline the wealth management journey for its users. The round also saw participation from leading Registered Investment Advisors (RIAs) and members of their executive teams, including notable firms like CAPTRUST. This investment will allow Zoe to expand its technology capabilities and improve user experience, positioning itself as a leader in the WealthTech space. The funding will be utilized to enhance product features, expand the engineering team, and increase marketing efforts to reach a broader audience.