Tech Company Financing Transactions

Zoe Financial Funding Round

On 5/19/2021, Zoe Financial raised $10 million in Series A financing from SB Opportunity Fund, private investors and Republic.

Transaction Overview

Company Name
Announced On
5/19/2021
Transaction Type
Venture Equity
Amount
$10,000,000
Round
Series A
Investors

SB Opportunity Fund (Lead Investor)

private investors (Aaron Schildkrout)

private investors (Chris Jones)

private investors (Chris Nakutis)

private investors (Jessica Lachs)

private investors (Marie Chandoha)

private investors (Stephanie DiMarco)

Republic

ThirdStream Partners

Proceeds Purpose
With this investment, Zoe will advance the development of its end-to-end digital products to deliver the most user-friendly experience for finding and hiring a highly vetted financial advisor.

Company Information

Company Status
Private & Independent
Industry
Consumer
Mailing Address
31 W 34th St.
New York, NH 10001
USA
Email Address
Overview
Zoe can help you find an independent, fiduciary financial advisor that sees the world the way you do. Aside from vetting their knowledge and process, we screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it.
Profile
Zoe Financial LinkedIn Company Profile
Social Media
Zoe Financial Company Twitter Account
Company News
Zoe Financial News
Facebook
Zoe Financial on Facebook
YouTube
Zoe Financial on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Andres Garcia-Amaya
  Andres Garcia-Amaya LinkedIn Profile  Andres Garcia-Amaya Twitter Account  Andres Garcia-Amaya News  Andres Garcia-Amaya on Facebook


 

 

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Where The Data Comes From

We do our best to document every notable VC transaction. VC investment data records reported here come from publicly available VC deal announcements. The data is sourced from VentureDeal.com, an affiliated venture.

 


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