Zoe Financial - Crunchbase Company Profile & Funding

Q: Who invested in Zoe Financial?

Zoe Financial has 22 investors including Perigon Wealth Management And Falcon Wealth Planning.

Q: When was the last funding round for Zoe Financial?

Zoe Financial closed its last funding round on obfuscated from a Series B round.

Q: How much funding has Zoe Financial raised to date?

Zoe Financial has raised obfuscated.

Overview

Zoe Financial

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+4 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Zoe Financial

CB Rank

1110

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

Founded

obfuscation

Private

Series B

New York, New York, United States

11-50

zoefinancial.com

Financial Services

FinTech

Software

Wealth Management

Funding Rounds

Series B

OBF

obfuscation

Venture - Series Unknown

OBF

obfuscation

Series A

OBF

obfuscation

Key People

Dillon Ferguson: VP of Product
Andres Garcia Amaya: Founder & CEO

Details

Legal Name

Zoe Financial, Inc.

Also Known As

ZoeFin, Zoe

Operating Status

Active

Company Type

For Profit

Founders

Andres Garcia Amaya

About the Company

Zoe Financial is a wealth planning platform that connects clients with financial advisors based on personalized criteria. The platform matches individuals to advisors tailored to their specific requirements and budget. Zoe Financial aims to facilitate connections between clients and financial advisors who align with their financial goals and

preferences.

Phone Number

646-847-2106

Contact Email

support@zoefin.com

Diversity Spotlight

Hispanic / Latine Founded

Hispanic / Latine Led

Predictions & Insights

Growth Insight

See this Growth Insight

Zoe Financial is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Runway Speculation

Products & Services

Personalized Investment Management

A service that uses fractional trading to create customized investment strategies with daily portfolio reviews and tax-efficient techniques.

All-in-One Digital Solution

A digital platform that streamlines account opening, money movement, billing, reporting, and client onboarding with mobile app access and white-labeled branding.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B
obfuscated obfuscation	Series B - Zoe Financial	7	obfuscated obfuscation	Sageview Capital	Series B

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Perigon Wealth Management	—	Series B - Zoe Financial	—
Perigon Wealth Management	—	Series B - Zoe Financial	—
Perigon Wealth Management	—	Series B - Zoe Financial	—
Perigon Wealth Management	—	Series B - Zoe Financial	—
Perigon Wealth Management	—	Series B - Zoe Financial	—