Basic info
Industry
financial services
Sectors
Investment Strategy
Wealth Management
Financial Services
College Planning
FinTech
Financial Planning
financial planning
Personal Finance
Tax Strategy
Financial Advisor
Date founded
2018
Funding rounds raised
Total raised
$10M
from 7 investors over 7 rounds
Z
Zoe Financial raised undisclosed on May 24, 2022
Investors: Bossa Nova Investimentos
Z
Zoe Financial raised $10M on May 18, 2021
Investors: Nomad Ventures, SB Opportunity Fund, ThirdStream Partners LLC, Republic Capital and Moving Capital
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Zoe Financial raised $4.3M on September 18, 2019
Investors: ThirdStream Partners LLC