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Zoe Financial

New York, NY · Founded 2016 · Privately Held (backing)

Developer of a wealth planning platform designed to help people find financial advisors. Zoe Financial is based in New York, NY and was founded in 2016. It was valued at $97.6 million at its later-stage round in Apr 2025, the last priced event on record. It has raised $47.9 million across 3 recorded rounds; the latest was a $20 million early-stage round in Apr 2025.

PMV mark · valuation
$97.6M
Oct 2026
Priced at
its later-stage round
Apr 2025
Total raised
$47.9M
Last round
Early Stage VC
Apr 2025

Zoe Financial key facts

as of Oct 2026
  • Developer of a wealth planning platform designed to help people find financial advisors.
  • Zoe Financial is valued at approximately $97.6M as of Oct 2026, set at its later-stage round, Apr 2025; nothing has traded since, per PrivateMarketView’s mark.
  • It has raised $47.9M across 3 recorded rounds; the latest was Early Stage VC ($20.0M) in Apr 2025.
  • Notable investors include Mana Ventures, SoftBank Investment Advisers, Karman Ventures, Republic Capital, BDMI — 28 tracked in total.
  • Zoe Financial has filed 3 Form Ds with the SEC since 2021, most recently Apr 2025 ($20.0M sold to 2 investors).
  • Status: Privately Held (backing).
PrivateMarketView mark
LOW confidence
$97.6M

Valued at $97.6M at its later-stage round, Apr 2025. Nothing has traded since.

set by its last priced roundas of Oct 2026question about this number?
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Zoe Financial funding rounds

3 rounds
Apr 2025Early Stage VC$20.0MSEC filing▮
May 2022Early Stage VC$9.6MSEC filing▮
May 2021Early Stage VC$16.3MSEC filing▮
Full funding history →

Zoe Financial valuation

Zoe Financial was valued at $97.6 million at its later-stage round in Apr 2025. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.

How much has Zoe Financial raised?

Zoe Financial has raised $47.9 million across 3 recorded rounds since 2021. The largest was a $9.6 million early-stage round in May 2022; the most recent was a $20 million early-stage round in Apr 2025.

Zoe Financial has filed 3 Form Ds with the SEC since 2021, most recently in Apr 2025 ($20 million sold to 2 investors).

Zoe Financial investors

28 investors are on record for Zoe Financial, including Mana Ventures, SoftBank Investment Advisers, Karman Ventures and Republic Capital. By type, the record holds 2 growth equity firms, 2 venture capital firms and 1 private equity firm. The early-stage round in Apr 2025 drew 2 investors.

About Zoe Financial

Developer of a wealth planning platform designed to help people find financial advisors. The company offers separate advisors according to the qualifications, depth of knowledge, ability to solve problems, operational efficiency and client-advisor ratio, which advise individuals to make personalized financial plans, accountability and minimum investment, enabling businesses to find planners to make stable financial decisions and wealth creation.

Sector
Information Technology
HQ
New York, NY, United States
Founded
2016
Employees
50
Ownership
Privately Held (backing)

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