Zoe Financial
PrivateLast Round
Series B
Apr 29, 2025
Total Funding Raised
$44.6M
Company Overview
Zoe Financial operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series B round in April 2025.
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
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% |
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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 |
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Zoe Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Gaingels | Series A |
| 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.
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Zoe Financial Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Zoe Financial's valuation, stock price, and market status.
Is Zoe Financial a public or private company?
Zoe Financial is a private company.
What is the current stock price of Zoe Financial?
Zoe Financial is a private company, so its shares have no public market price. Caplight tracks Zoe Financial's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Zoe Financial worth (valuation)?
Valuation information for Zoe Financial is not publicly available.
Can I buy Zoe Financial stock?
Zoe Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Zoe Financial's last funding round?
Zoe Financial's most recent funding round was Series B on April 29, 2025.
Who are the main investors in Zoe Financial?
Key investors in Zoe Financial include Sageview Capital.
Will Zoe Financial IPO soon?
No public IPO plans have been announced for Zoe Financial.
How can I track Zoe Financial secondary market activity?
Caplight tracks bids, offers, and trades in Zoe Financial's shares on secondary markets.