Zoe Financial, Inc. Asset Profile

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

Year established

2018

Location

New York NY US

Primary Industry

Financial Services

About

Founded in 2018 and based in New York, US, Zoe Financial, Inc. provides financial advisory services. The company was founded by its CEO Andres Garcia-Amaya. In May 2021, Zoe Financial, Inc. raised USD 10 million in series A funding led by new investor SB Opportunity Fund, with participation from Republic Labs. As of 2021, the company employs around 2,600 independent financial advisors. Zoe Financial operates an online platform that helps individuals find suitable financial advisors by answering a few questions and reviewing the matched advisor profile. The company’s financial advisors provide advice on finances, manages client’s assets, and offer various financial planning services such as retirement, investing, divorce, tax strategy, managing debt, home purchase, asset management, windfall, estate planning, and family planning. Zoe Financial has two types of fees structure for its services, they are: assets under management fee, which is calculated as a percentage of the total assets that the advisor manages for a client, and flat fees which is a single-time payment charged for providing guidance on the clients’ investment strategy. Zoe Financial also offers free resources for its clients such as the Zoe blog (personal finance and wealth management articles), white papers (insights on wealth industry’s trending topics), financial infographics, financial planning guides, and videos(webinars, process overview tutorial). Zoe Financial, Inc. plans to accelerate its hiring process and advance the development of its digital products.

Current Investors

Thirdstream Partners, Republic Capital, SB Opportunity Fund

Request a demo to show more

Primary Industry

Financial Services

Sub Industries

e-Financial

Website

www.zoefin.com

Verticals

FinTech

Company Stage

Series A

Total Amount Raised

Subscriber access only

Employee Data

Want to see the Employee Count?

Request a demo for full access to this profile.

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.