Zoe Financial

• 02/05/2025
• Series B
• $30,000,000

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 exceptional client service.

Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way.

Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth.

Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process.

Our 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 as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash.

Our Team’s Core Values

1. Put the client first
The first question we ask ourselves is “How does this help the client?”

2. Act like an owner
We're fully accountable for our actions and the first to own up to our mistakes.

3. Build like a teammate
We value collaborative efforts and give credit to others.

4. Have a growth mindset
We worry less about looking smart and put more energy into learning through hard work and feedback.

5. Show grit
We are resilient and adaptable. We’re passionate about achieving your goals.

6. Be optimistic
To achieve the unachievable, we’re confident about the future.

7. Act with urgency
We don’t leave for tomorrow what can be done today

8. Drive impact
We accomplish amazing amounts of meaningful work consistently and make our colleagues better.

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