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Dashboard/Companies/Zoe Financial

Zoe Financial

FinTechMarketplace

Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide. Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

2016
Founded
10y
Age
$46M
Total funding
Marketplace
Area

Funding timeline

Apr 2025
Series B - Zoe Financial
May 2022
Venture Round - Zoe Financial
May 2021
Series A
Members only
Sept 2019
Venture - Series Unknown
Members only
Sept 2018
Seed Round - Zoe Financial
Members only

3 earlier round amounts are shown to members.

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