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

Who backs Zoe Financial?

28 investors
InvestorType
Mana VenturesVenture capital
SoftBank Investment AdvisersGrowth equity
Karman VenturesVenture capital
Republic Capital—
BDMIOther
Stonewater Ventures—
Sageview CapitalGrowth equity
Morales CapitalFamily office
Mariner Wealth AdvisorsAsset manager
Christopher TaylorHigh net worth
+ 18 more investors · a free account shows the complete list
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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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