Certified by Founder Lodge
Zoe Financial
United States - New York, New York
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1 Disclosed Funding Rounds $30,000,000
0 Participating Investments
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Founded date
2018
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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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
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PaleBlueDot AI | $150,000,000 | (Jan 30, 2026)
WealthAi | $1,000,000 | (Jan 30, 2026)
Datalinx AI | $4,200,000 | (Jan 30, 2026)
Ressio Software | Undisclosed Amount | (Jan 30, 2026)
Checkbox | $23,000,000 | (Jan 30, 2026)
