Zoe closes $29.6 million Series B financing led by Sageview Capital to enhance the wealth management experience.
Zoe closes $29.6 million Series B financing led by Sageview Capital to enhance the wealth management experience.
04/30/25, 3:41 AM
Location
new yorkMoney raised
$29.6 million
Industry
fintech
finance
Investors
Falcon Wealth Planning, Perigon Wealth Management, Mariner Wealth Advisors, Creative Planning, Captrust, Sageview Capital
Zoe, a digital wealth platform, has raised $29.6 million in a Series B funding round to improve connections between registered investment advisors and investors. The funding will support Zoe's mission to tackle key industry challenges and enhance service efficiency. Leading RIA partners participated in this round, reflecting confidence in Zoe's innovative approach. The investment will help facilitate faster scaling for advisors and better client service.
Company Info
Location
666 third ave, 6th floor
new york, new york, united states
Additional Info
Zoe is the modern wealth planning platform that connects you with trusted, rigorously vetted advisors nationwide, making wealth creation tailored, convenient, and accessible through innovative technology, exceptional client service, and a carefully curated network of independent, aligned-interest wealth planners.