Zoe Financial
Financial Software · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
666 3rd Ave Fl 6, New York City, New Yor...Phone Number
(646) 680-9244Website
www.zoefin.comRevenue
$25.8 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
2
3
2
1
1
About Zoe Financial
Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. The company makes wealth creation tailored and convenient through innovative technology and exceptional client service. The company's Client: Seeks service, stewardship, and solutions once only accessible to the ultra wealthy. The company is your financial steward, here to support you every step of the way. Through the company's carefully curated ecosystem, the company vet advisors who can offer you personal, conscientious guidance to grow your wealth. The company's Advisor Network includes only the most qualified aligned-interest advisors in the country. Zoes Seal of Approval is granted to advisors who successfully pass the company's rigorous Vetting Process. The company's network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank asRead more
Zoe Financial Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Zoe Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Zoe Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Zoe Financial
Funding: Get notified immidiatlly once Zoe Financial has new funding data
Check if Zoe Financial has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Click to see if Zoe Financial had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Zoe Financial is spiking on competitors!
Earning: See what the market has to say on Zoe Financial recently announced quarterly report
Product Launch: Get notified when Zoe Financial launches new products
Recommended Actions
Find VP level buyers at Zoe Financial
Find 2 more new buyers
Compare Similar Companies to Zoe Financial
Compare insights from companies similar to Zoe Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Zoe Financial is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Zoe Financial is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Zoe Financial.
Zoe Financial financials insights
Gather financial insights about Zoe Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2019
Other Financing Round
$3M
2021
Series A
$10M
2025
Series B
$29.6M
Zoe Financial Tech Stack
A closer look at the technologies used by Zoe Financial
Most Recent Scoops
Person-Based
Person-Based
Person-Based
Person-Based
Funding
Funding
Top Financial Software Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Zoe Financial
Sign Up For FreeTo access detailed company insights
Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. The company makes wealth creation tailored and convenient through innovative technology and exceptional client service. The company's Client: Seeks service, stewardship, and solutions once only accessible to the ultra wealthy. The company... Read More
