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.) (Jan 2021)26
Cybersecurity ratingBMore

Key People/Management at Zoe Financial

Andres Garcia-Amaya

Andres Garcia-Amaya

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

$5 m

Zoe Financial latest funding size

$3 m

Time since last funding

a year ago

Zoe Financial investors

Zoe Financial's latest funding round in September 2019 was reported to be $3 m. In total, Zoe Financial has raised $5 m
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Zoe Financial Cybersecurity Score

Cybersecurity ratingPremium dataset

B

83/100

SecurityScorecard logo

Zoe Financial Online and Social Media Presence

Embed Graph

Zoe Financial Blogs

Navigating End-of-Year Retirement Contributions

End of 2020: Retirement Contributions The post Navigating End-of-Year Retirement Contributions appeared first on Zoe Financial.

How To: Manage Holiday Spending

Manage Holiday Spending: Top Four Tips Feeling stressed about your spending this holiday … How To: Manage Holiday Spending Read More The post How To: Manage Holiday Spending appeared first on Zoe Financial.

Is Buying a Home Still Worth It?​

Is Buying a Home Still Worth It? In this article: … Is Buying a Home Still Worth It?​ Read More The post Is Buying a Home Still Worth It?​ appeared first on Zoe Financial.

The Priority Game: Pay Student Loans or Save for Retirement?

The Priority Game: Pay Student Loans or Save for Retirement? … The Priority Game: Pay Student Loans or Save for Retirement? Read More The post The Priority Game: Pay Student Loans or Save for Retirement? appeared first on Zoe Financial.

What is a Wealth Management Advisor?

What is a Wealth Management Advisor? In this article: What … What is a Wealth Management Advisor? Read More The post What is a Wealth Management Advisor? appeared first on Zoe Financial.

The Value of Starting Early: Hiring a Financial Advisor for Millennials

The Value of Starting Early: Hiring a Financial Advisor for … The Value of Starting Early: Hiring a Financial Advisor for Millennials Read More The post The Value of Starting Early: Hiring a Financial Advisor for Millennials 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 26 employees.

  • Who are Zoe Financial competitors?

    Competitors of Zoe Financial include Icon, Sygnia and ITTP Personal Loan & Nano-Finance.

  • 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.