Fundz

Zoe Financial, Inc. reported raising $16.3 Million in an initial SEC Form D filing, from an offering of $16.3 Million

PRIVATEMay 18, 2021

Amount Raised

$16.3 Million

$16.3 Million sold, per SEC Form D (first sale May 18, 2021)

Round Type

Venture

New YorkOtherFinanceFintech

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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Company Information

Company

Zoe Financial

Location

666 3rd Ave

New York, New York, United States

About

Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide. We make wealth creation tailored and convenient through innovative technology and exceptional client service.

AI made execution free. Knowing first is the whole game now.

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

3 contacts
Verified contactsAndres G., Executive Officer, DirectorSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Zoe Financial's next move

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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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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.