Zoe Financial
Financial Software · New York, United States · 11-50 Employees
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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
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ZI Rank
3
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1
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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
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Zoe Financial is experiencing very low activity levels compared to other companies in the Software sector.
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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
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Person-Based
Person-Based
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Zoe Financial News & Media
Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors. CHICAGO, May 23, 2023 /PRNewswire/ -- BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial...UPDATE: Zoe Financial Announces Its New Innovative Wealth Platform
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announ ...Zoe Financial Announces Its New Innovative Wealth Platform
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announ ...Zoe Financial Recognized for the Second Year as NerdWalletʼs 2023 Best-of Awards Winner for Best Online Financial Advisor
NEW YORK, Jan. 04, 2023 (GLOBE NEWSWIRE) -- Zoe Financial was selected as a winner for NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor. With this award, the New York-based company becomes a two-time winner for this recognition. Zoe is a wealth platform that connects people across the country with the top 5% of financial advisors to guide them through their retirement planning, investment management, tax strategy, and other financial planning services.
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Frequently Asked Questions Regarding Zoe Financial
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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
