Zoe Financial
Wealth Management & Financial Advisors · Financial Services
$45.9Mtotal raised · 3 rounds on record
$20Mlatest round · Venture round · Apr 2025 · 18 mo ago
1backers · Sageview Capital
18team · US Form 5500 (plan participants) · Dec 2025 · +50% in a year
Overview
Discover Zoe Financial: our mission, vetted financial advisors, and innovative wealth platform for smarter, personalized wealth management.
Funding and backers
Total raised
$45.9M
3 rounds on record
Latest round
$20M
Venture round · Apr 2025 · 18 mo ago
Team
18
US Form 5500 (plan participants) · Dec 2025 · +50% in a year
Backers
1
Sageview Capital
The money's age
Due for its next round
18 months since the last round · not hiring
Momentum
0/100
no fresh signals
Last sign of life
1 mo ago
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
2025
Team of 18 was 12 · US Form 5500 (plan participants)
Apr 14, 2025
Raised a round Venture round $20M · SEC Form D
Apr 12, 2024
Released an app Zoe Financial · App Store
May 2, 2022
Raised a round Convertible Note $9.6M · SEC Form D
May 3, 2021
Raised a round Venture round $16.3M · SEC Form D
2016
Founded
Tractionpublic signals, read monthly
App Store
4.7 ★
7 ratings
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Apr 2025 | $20M | — | SEC Form D |
| Convertible Note | May 2022 | $9.6M | — | SEC Form D |
| Venture round | May 2021 | $16.3M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Zoe Financial, Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Andres GarciaExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
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Visa sponsorship
1
H-1B filings in 12 months
$118k
Median offered salary
0
Open roles in United States
Who they sponsor
Graphic designers
1
In the register as Zoe Financial, Inc., New York, NY
Other sponsors in the same field
Edelman Financial Engines 21 filings
Andersen 13 filings
Webster Financial Corp 8 filings
BetaNXT 6 filings
Alert me
US Department of Labor · latest filing Jul 11, 2025 · Visa details by country
People
Andres Garcia
Executive Officer, Director
Chad Harris
Director
Sasank Chary
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Sageview CapitalVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing
/PRNewswire/ -- Smartleaf, whose software platform enables wealth advisors to deliver portfolio personalization and tax optimization at scale, today announced...
Read more
Report
ChatGPT - Zoe Atlas
Meet Zoe Atlas, your AI guide to the Zoe Wealth Platform. Learn how automation, Apex integration, and unified tech empower fiduciary advisors to scale efficiently.
Read more
Report
Zoe Financial Expands Wealth Platform to Multi-Custodian Model With Addition of Schwab Zoe Financial Expands Wealth Platform to Multi-Custodian Model With Addition of Schwab In Partnership With Zoe, RIAs Can Now Serve Clients Across Both Schwab and Apex While Accessing the Full Suite of Zoe's Investment and Operational Capabilities Zoe launches a new feature to help RIAs create and maintain brand recognition with their clients. In Partnership With Zoe, RIAs Can Now Serve Clients Across Both Schwab and Apex
Read more
Report
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