Zoe Financial logo
Zoe Financial logo

Zoe Financial

zoefinancial.com
zoefinancial.com • HQ: New York, United States • Venture - Series Unknown 2025 • 51-200 employees • Founded 2016
HQ: New York, United States • Venture - Series Unknown 2025 • 51-200 employees • Founded 2016
Actively hiring
Wealth Management & Financial Advisors
Financial Services
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Overview
Salaries
Products
People
Growth
Offices
Financials

Overview

Discover Zoe Financial: our mission, vetted financial advisors, and innovative wealth platform for smarter, personalized wealth management.

People

Andres Garcia
Executive Officer, Director
SEC Form D
Chad Harris
Director
SEC Form D
Sasank Chary
Director
SEC Form D
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
New York United States
HQ
50-200 est. staff

Financials

Total raised
$45.9M
Latest round
Venture - Series Unknown
Funding rounds
3
Funding rounds
Round Announced Amount
Venture - Series Unknown 2025 $20M Details
Convertible Note 2022 $9.6M Details
Venture - Series Unknown 2021 $16.3M Details