Zoe
About Zoe
Zoe is a digital wealth management platform that leverages technology to provide personalized financial advice and investment strategies tailored to individual needs.
Business Information
Target Customers
Industry Categories
Business Model
Funding Timeline
| Round | Date | Amount | Investors |
|---|---|---|---|
| Series B | Apr 30, 2025 | $30.0M | Sageview Capital |
Founders
No founder information available.
Investors
Sageview Capital
Venture Capital
Recent Mentions
🇺🇸 New Deal: Zoe has raised approximately $30 million in Series B funding, led by Sageview Capital, to expand its digital wealth management platform and en... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert 🔗 Link: https://t.co/DGTaHjKt0H
Zoe, a NYC-based digital end-to-end wealth platform connecting registered investment advisors (RIAs) and investors, closed a $29.6m Series B financing round https://t.co/Uyt7uq9eH1
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