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Zoe closes $29.6 million Series B financing led by Sageview Capital to enhance the wealth management experience.

Apr 30, 2025•4 months ago

Amount Raised

$29.6 Million

New YorkFintechFinance

Investors

Falcon Wealth PlanningPerigon Wealth ManagementMariner Wealth AdvisorsCreative PlanningCaptrustSageview Capital

Description

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 Information

Company

Zoe Financial

Location

666 Third Ave, 6th Floor

New York, New York, United States

About

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.

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech