Tech Company Financing Transactions
Zoe Financial Funding Round
Zoe Financial, based in New York, secured $30 million from Sageview Capital.
Transaction Overview
Company Name
Announced On
4/29/2025
Transaction Type
Venture Equity
Amount
$30,000,000
Round
Series B
Investors
Sageview Capital (Lead Investor)
Proceeds Purpose
The funding will fuel Zoe's mission to enhance the wealth management experience by solving two of the industry's most persistent challenges: helping RIAs drive consistent organic growth and enabling them to serve clients more efficiently through Zoe's all-in-one platform.
Company Information
Company Status
Private & Independent
Industry
Consumer
Mailing Address
31 W 34th St.
New York, NH 10001
USA
New York, NH 10001
USA
Phone
Website
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
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Andres Garcia-Amaya
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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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