Zoe Financial, Inc. reported raising $16.3 Million in an initial SEC Form D filing, from an offering of $16.3 Million
Amount Raised
$16.3 Million
Round Type
Venture
Quick answer
Zoe Financial raised $16.3 Million in a funding round, dated May 18, 2021. Zoe Financial is based in New York, New York, United States.
- How much did Zoe Financial raise?
- Zoe Financial raised $16.3 Million in a funding round on May 18, 2021.
- What does Zoe Financial do?
- Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
- Where is Zoe Financial based and how big is it?
- Zoe Financial is based in New York, New York, United States.
- Who are the decision-makers at Zoe Financial?
- Fundz holds 3 contacts at Zoe Financial, including the Executive Officer, Director. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Finance and Fintech around the same time
Companies in the same sectors as Zoe Financial that raised within 45 days of this round, from Fundz verified event records.
- Circle Internet Group, Inc. raised an undisclosed amount on June 30, 2021.
- Extend raised $50M on June 29, 2021.
- ClearScore raised $200M (Funding Round) on June 25, 2021.
- Resistant AI raised $13M on June 25, 2021.
- ClearScore raised $200M on June 25, 2021.
- Hawk Ai raised an undisclosed amount (Series A) on June 23, 2021.
Who to call at Zoe Financial, and when
A new round usually means Zoe Financial is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Zoe Financial raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Zoe Financial, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Zoe Financial. With Fundz connected, it knows.
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Fundz sees it the moment Zoe Financial raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Zoe Financial raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
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