Basic info
Industry
financial services
Sectors
Wealth Management
Tax Strategy
Financial Advisor
Financial Planning
Financial Services
FinTech
Personal Finance
financial planning
Investment Strategy
College Planning
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