Certified by Founder Lodge
Zoe Financial
United States - New York, New York
START UP
1 Disclosed Funding Rounds $30,000,000
0 Participating Investments
-
Founded date
2018
-
Operating Status
Active
-
Last Funding Type
Seed
-
Company Type
For Profit
- Website
- Contact
- Social Links
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
We make wealth creation tailored and convenient through innovative technology and excep
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| May, 02 ,2025 | Series B | $30,000,000 |
Sageview Capital
Mariner Wealth Advisors
CAPTRUST
Creative Planning
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Valinor | $13,000,000 | (Dec 12, 2025)
Double (1) | $6,500,000 | (Dec 12, 2025)
Keeper | $4,000,000 | (Dec 12, 2025)
OnCorps AI | $55,000,000 | (Dec 12, 2025)
Cyphlens | $3,800,000 | (Dec 12, 2025)
