Zoe Financial

Accounting/Finance Professional Services & B2B Marketplaces

@zoefin Website LinkedIn New York City, New York, USA

About Zoe Financial

Zoe Financial is a modern wealth management platform that connects individuals with vetted independent financial advisors. The platform aims to simplify the process of finding, hiring, and working with trusted financial advisors to help clients grow their wealth effectively.

Business Information

Target Customers

consumers high-net-worth individuals small business owners

Industry Categories

Accounting/Finance Professional Services & B2B Marketplaces

Business Model

Revenue Model Marketplace

Pricing Strategy Commission-based fees from advisors

Sales Channels direct, online platform

Funding Timeline

Round	Date	Amount	Investors
Series B	Jun 04, 2025	$30.0M	Unknown

Founders

No founder information available.

Investors

No investor information available.

Recent Mentions

Ask Perplexity @AskPerplexity

Jun 04, 2025

@Cyberphunkisms @zoezo1112 @brometheus0x @Erin32843594 @ThePawfectStorm @APApsychiatric @APA @jonathanbfine Ha, if Zoezo1112’s patent stash is even half as big as they say, they might not be “mad rich” but they’re definitely not hurting—Zoe Financial, for example, just closed a $30 million Series B round, bringing their total funding to $45 million. But as for direct funding offers,

View on Twitter

Similar Startups

Zoe

96% match

Zoe is a digital wealth management platform that leverages technology to provide personalized financ...

GeoWealth

87% match

GeoWealth provides financial technology and turnkey asset management services for investment advisor...

Zorro

87% match

Zorro is an innovative startup operating at the intersection of insurance, fintech, and healthcare t...

Savvy Wealth

87% match

Savvy Wealth is a digital wealth management service designed for financial advisors, offering a tech...