Zoe Financial

OverviewSuggest Edit

Zoe Financial provides a financial advice platform intended to help people find the right financial advisor. It separates advisor according to their qualifications, depth of knowledge, ability to solve problems, operational efficiency and client-advisor ratio.

TypePrivate
Founded2017
HQNew York, NY, US
Websitezoefin.com

Latest Updates

Employees (est.) (Nov 2021)50(+3%)
Cybersecurity ratingBMore
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Key People/Management at Zoe Financial

Andres Garcia-Amaya

Andres Garcia-Amaya

Foudner & CEO

Zoe Financial Office Locations

Zoe Financial has an office in New York
New York, NY, US (HQ)
500 7th Ave
New York, NY, US
31 W 34th St
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Zoe Financial Financials and Metrics

Summary Metrics

Founding Date

2017

Zoe Financial total Funding

$15 m

Zoe Financial latest funding size

$10 m

Time since last funding

7 months ago

Zoe Financial investors

Zoe Financial's latest funding round in May 2021 was reported to be $10 m. In total, Zoe Financial has raised $15 m
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Zoe Financial Cybersecurity Score

Cybersecurity ratingPremium dataset

B

83/100

SecurityScorecard logo

Zoe Financial Online and Social Media Presence

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Zoe Financial News and Updates

Zoe Financial Announces Partnership With Betterment for Advisors

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform.

Zoe Financial Announces Partnership With Ethic

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Ethic, a platform that enables the creation of personalized passive equity SMAs.

Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors

NEW YORK, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based financial advice platform that connects clients with a curated independent advisor network, announced today a partnership with a renowned national registered investment adviser, Mercer Advisors. Zoe's thorough vetting proc…

Zoe Financial Announces Partnership with Wealthbox

Zoe Financial announced today a new partnership with Wealthbox, a CRM platform that helps advisors manage and track their relationships with clients in a user-friendly way.
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Zoe Financial Blogs

It’s Not What You Say, It’s What Your Client Understands

It’s Not What You Say, It’s What Your Client Understands … It’s Not What You Say, It’s What Your Client Understands Read More The post It’s Not What You Say, It’s What Your Client Understands appeared first on Zoe Financial.

Treat Your Wealth Like Your Health

Treat Your Wealth Like Your Health A physician may enter … Treat Your Wealth Like Your Health Read More The post Treat Your Wealth Like Your Health appeared first on Zoe Financial.

What Active Investing Should Really Mean For Your Portfolio

What Active Investing Should Really Mean For Your Portfolio​ Most … What Active Investing Should Really Mean For Your Portfolio Read More The post What Active Investing Should Really Mean For Your Portfolio appeared first on Zoe Financial.

6 Red Flags When Searching for a Financial Advisor

6 Red Flags When Searching for a Financial Advisor It’s … 6 Red Flags When Searching for a Financial Advisor Read More The post 6 Red Flags When Searching for a Financial Advisor appeared first on Zoe Financial.

More Money, More (Tax) Problems?

More Money, More (Tax) Problems? If you’re one of the … More Money, More (Tax) Problems? Read More The post More Money, More (Tax) Problems? appeared first on Zoe Financial.

ESG: Put Your Money Where Your Values Are

ESG: Put Your Money Where Your Values Are Once you … ESG: Put Your Money Where Your Values Are Read More The post ESG: Put Your Money Where Your Values Are appeared first on Zoe Financial.
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Zoe Financial Frequently Asked Questions

  • When was Zoe Financial founded?

    Zoe Financial was founded in 2017.

  • Who are Zoe Financial key executives?

    Zoe Financial's key executives are Andres Garcia-Amaya.

  • How many employees does Zoe Financial have?

    Zoe Financial has 50 employees.

  • Who are Zoe Financial competitors?

    Competitors of Zoe Financial include Embed, Sygnia and Human Interest.

  • Where is Zoe Financial headquarters?

    Zoe Financial headquarters is located at 500 7th Ave, New York.

  • Where are Zoe Financial offices?

    Zoe Financial has an office in New York.

  • How many offices does Zoe Financial have?

    Zoe Financial has 2 offices.