Where does Zoe Financial's cap table come from?

Share classes are assembled from certificates of incorporation, priced-round filings, and disclosures across Zoe Financial's 3 recorded funding rounds.

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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

Cap table — not yet on record

Zoe Financial's share-class structure hasn't surfaced in our sources yet. Cap tables are assembled from certificates of incorporation, round filings, and disclosures as they land.

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Frequently asked about Zoe Financial

Where does Zoe Financial's cap table come from?: Share classes are assembled from certificates of incorporation, priced-round filings, and disclosures across Zoe Financial's 3 recorded funding rounds.