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Zoe

Accounting/Finance Software
Accounting/Finance Software Show less
Accounting/Finance Software
Accounting/Finance Software Show less
@joinzoe Website LinkedIn San Francisco, California, USA
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
consumers young professionals high-net-worth individuals
Industry Categories
Accounting/Finance Software
Business Model
Revenue Model SaaS
Pricing Strategy Subscription-based with tiered options
Sales Channels direct, partnerships with financial advisors
Funding Timeline
Round Date Amount Investors
Series B Apr 30, 2025 $30.0M Sageview Capital
Founders

No founder information available.

Investors
S
Sageview Capital

Venture Capital

Recent Mentions
dealertAI
Dealert.ai @dealertAI
Apr 30, 2025

🇺🇸 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

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finSMEs
FinSMEs @finSMEs
May 01, 2025

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

View on Twitter
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