Zoe Secures $29.6 Million in Series B Funding Round
Zoe, a leading digital wealth platform based in New York City, has successfully closed a Series B financing round, raising a total of $29.6 million in funding. This latest investment brings Zoe’s total funding to $45 million.
The funding round was led by Sageview Capital, with participation from other key investors such as CAPTRUST, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, and Falcon Wealth Planning.
With this new capital infusion, Zoe plans to enhance its Wealth Platform capabilities and expand its team to better serve its clients.
Andres Garcia-Amaya, CFA, the CEO and founder of Zoe, leads the company in its mission to help clients grow and safeguard their wealth. The platform offers a seamless client experience, incorporating features such as account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading.
For registered investment advisors (RIAs), Zoe provides outsourced business development and operations support, a client referral network, and customizable white-labeled solutions to help advisors scale their businesses more efficiently and enhance client service.
Stay tuned for more updates from Zoe as they continue to innovate and revolutionize the wealth management industry.
Published by FinSMEs on 01/05/2025
