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
What is Zoe Financial worth?
$97.6MPrivateMarketView mark · Oct 2026

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

Free account
More of Zoe Financial with a free account
  • ·The complete investor list: 28 names
  • ·Watch Zoe Financial: the Monday email on marks, rounds and moves
Create free account
No card required

Membership and data by Private Market View

Valuation timeline

0 priced rounds · 32 daily marks since · Sep 2026 – Oct 2026
▮▮
Markrounds hold their value until the next priced eventMark, today
log scale
Post-money values unlock with a free account.Unlock the axis

Membership and data by Private Market View

Zoe Financial funding history

3 rounds
DateRoundRaisedPost-money
Apr 2025Early Stage VC$20.0M▮
May 2022Early Stage VC$9.6M▮
May 2021Early Stage VC$16.3M▮
Unlock post-money valuations

Membership and data by Private Market View

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).

How Zoe Financial's valuation is determined

Private company valuations aren’t quoted on an exchange — they’re established in moments: a priced funding round sets a post-money valuation, secondary trades print at a price per share, and SEC-registered funds holding the stock report fair-value marks in their N-PORT filings.

For Zoe Financial, the most current credible signal sets the number and the older ones confirm it: a live secondary-market price first, then three or more recent prints, then institutional fund marks, and otherwise the last priced round, which never decays. The valuation is the last round’s post-money moved by the price change since that round, so no share count is assumed. Today it is set by its last priced round. Question about this number? Full methodology →

Frequently asked about Zoe Financial

What is Zoe Financial worth?
Zoe Financial is valued at $97.6M as of Oct 2026. Valued at $97.6M at its later-stage round, Apr 2025. Nothing has traded since.
How much has Zoe Financial raised?
Zoe Financial has raised $47.9M in total funding across 3 recorded rounds.
When did Zoe Financial last raise?
Zoe Financial last raised in Apr 2025 (Early Stage VC), raising $20.0M.