Zoe, a NYC-based digital end-to-end wealth platform connecting registered funding advisors (RIAs) and traders, closed a $29.6m Sequence B financing spherical.
The spherical, which introduced whole funding to $45m, was led by Sageview Capital, with participation from CAPTRUST, Artistic Planning, Mariner Wealth Advisors, Perigon Wealth Administration, and Falcon Wealth Planning.
The corporate intends to make use of the funds to increase its Wealth Platform capabilities and scale its staff.
Led by Andres Garcia-Amaya, CFA, CEO and founder, Zoe is a wealth platform that goals to assist develop and defend shoppers’ wealth. The platform brings account opening, funding, automated rebalancing, direct indexing, and commission-free fractional buying and selling into an end-to-end shopper expertise.
For RIAs, Zoe delivers outsourced enterprise improvement and operations assist, a shopper referral community, and customizable, white-labeled options to assist advisors scale quicker and serve their shoppers higher.
FinSMEs
01/05/2025
