Zoe closes $29.6 million Series B financing led by Sageview Capital to enhance the wealth management experience.
Amount Raised
$29.6 Million
Round Type
Series B
New YorkOtherFinanceFintechInvestors
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.
Quick answer
Zoe Financial raised $29.6 Million in a Series B round, dated April 30, 2025. Investors: Captrust, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, Falcon Wealth Planning and Sageview Capital. Zoe Financial is based in New York, New York, United States.
- How much did Zoe Financial raise?
- Zoe Financial raised $29.6 Million in a Series B round on April 30, 2025.
- Who invested in Zoe Financial?
- Captrust, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, Falcon Wealth Planning and Sageview Capital are named as investors in this round.
- 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.
- Payrails raised $32M (Series A) on June 12, 2025.
- RAMP raised $200M (Series E) on June 12, 2025.
- Vine Financial raised an undisclosed amount (Seed) on June 12, 2025.
- GrailPay raised $6.7M (Seed) on June 11, 2025.
- FinanceKey raised $3.4M (Seed) on June 10, 2025.
- CloudTech Group raised $10M (Series A) on June 10, 2025.
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
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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.
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Funding Insights
What this usually meansZoe 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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