Zoe Financial
PrivateLast Round
Series B
Apr 29, 2025
Total Funding Raised
$44.6M
Company Overview
Zoe Financial is a fintech company that operates a digital marketplace to connect clients with a curated network of independent, fiduciary financial advisors and provides a platform for advisors to manage client accounts.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Vertical SaaS
Business Model
B2B2C
Customer Profile
Revenue Share, Marketplace Commission, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zoe Financial Comparables
Compare Zoe Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Harness Wealth | 85% | |
| Kapitalwise Inc. | 74% | |
| Savvy Wealth | 64% |
Zoe Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 29, 2025 | ||||
| Series A | May 18, 2021 | ||||
| Seed | Sep 9, 2019 | ||||
| Angel | Sep 25, 2018 |
Zoe Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Falcon Wealth Planning | Series B |
| Sageview Capital | Series B |
| ThirdStream Partners | Series A, Seed |
| Republic Capital | Series A |
| Perigon Wealth Management | Series B |
| CAPTRUST | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 29, 2025
$30M round led by Sageview Capital.
- May 18, 2021
$10M round with Republic Capital and ThirdStream Partners.
Zoe Financial Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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