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, US
Websitezoefin.com

Latest Updates

Employees (est.) (Mar 2020)22(+5%)

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, US (HQ)
500 7th Ave
Show all (1)

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

7 months 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
Show all financial metrics

Zoe Financial Online and Social Media Presence

Embed Graph

Zoe Financial News and Updates

New Funding for Zoe Financial to Build the Future of Financial Advice

Digital fintech marketplace raises $3M after strong traction

Zoe Financial Blogs

Toilet Paper Relief: The Economics of Supply and Demand

Name something you never expected to be dominating the entirety … Toilet Paper Relief: The Economics of Supply and Demand Read More The post Toilet Paper Relief: The Economics of Supply and Demand appeared first on Zoe Financial.

High Net Worth Financial Advisors: An Added Value

Let’s face it: wealth comes with significant perks. You can … High Net Worth Financial Advisors: An Added Value Read More The post High Net Worth Financial Advisors: An Added Value appeared first on Zoe Financial.

Value Investing: A Planner’s View

Guest Article by Zoe Network Advisor Robinson C., CFP®   Perhaps … Value Investing: A Planner’s View Read More The post Value Investing: A Planner’s View appeared first on Zoe Financial.

Money Secrets: How Common is Financial Infidelity?

Have you ever lied to a significant other about money? … Money Secrets: How Common is Financial Infidelity? Read More The post Money Secrets: How Common is Financial Infidelity? appeared first on Zoe Financial.

Is Fashion Week’s Tradition Effective in Producing A Return on Investment?

With New York Fashion Week upon us once again, we … Is Fashion Week’s Tradition Effective in Producing A Return on Investment? Read More The post Is Fashion Week’s Tradition Effective in Producing A Return on Investment? appeared first on Zoe Financial.

Zoe Financial Welcomes Marie Chandoha, Charles Schwab Investment Management’s Former President and CEO, to Advisory Committee

Zoe Financial is excited to announced Marie Chandoha, Board Director … Zoe Financial Welcomes Marie Chandoha, Charles Schwab Investment Management’s Former President and CEO, to Advisory Committee Read More The post Zoe Financial Welcomes Marie Chandoha, Charles Schwab Investment Management’s Form…
Show more

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 22 employees.

  • Who are Zoe Financial competitors?

    Competitors of Zoe Financial include ITTP Personal Loan & Nano-Finance, Finfo Union and Advanon.

  • 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 1 office.