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
How much has Zoe Financial raised?
$47.9Macross 3 recorded rounds · May 2021 – Apr 2025

Most recently, Zoe Financial raised $20.0M in its Early Stage VC (Apr 2025).

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Zoe Financial round by round

3 rounds
Apr 2025Early Stage VC$20.0MSEC filing▮
2 investors participated
May 2022Early Stage VC$9.6MSEC filing▮
42 investors participated
May 2021Early Stage VC$16.3MSEC filing▮
52 investors participated

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.

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Frequently asked about Zoe Financial

How much has Zoe Financial raised?
Zoe Financial has raised $47.9M in total across 3 recorded funding rounds.
When was Zoe Financial's last funding round?
Zoe Financial's most recent recorded round was Early Stage VC in Apr 2025, raising $20.0M.