Company
Zoe Financial
A Unified Wealth Management Platform
Also known as Zoe Financial, Inc.
- Status
- Operatingas of 2026-09-19
- Business model
- Marketplace
- Headquarters
- New York, NY, United States
- Customers
- independent fiduciary advisors
- Legal name
- Zoe Financial, Inc.
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Record updated 28 September 2026
About
Zoe's modern, unified platform brings advisors and clients together, empowering advisors to deliver a higher-quality client experience.
Funding snapshot
- Total raised
- $45.9MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $20M2025-04-14
Funding rounds
- Round, 2025
- $20M2025-04-14, SEC form D sold, 2 investors
- Round, 2022
- $9.6M2022-05-02, SEC form D sold, 42 investors
- Round, 2021
- $16.3M2021-05-03, SEC form D sold, 52 investors
Products
- Web
- Wealth Platform
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