Key facts
- Zoe Financial’s last known valuation is $97.6M (Apr 2025).
- It has raised $47.9M across 3 recorded rounds; the latest was Early Stage VC ($20.0M) in Apr 2025.
- Notable investors include Mana Ventures, SoftBank Investment Advisers, Karman Ventures, Republic Capital, BDMI — 28 tracked in total.
- Zoe Financial has filed 3 Form Ds with the SEC since 2021, most recently Apr 2025 ($20.0M sold to 2 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 3 rounds
- ·The complete investor list — 28 names
- ·Watchlist + deal alerts for Zoe Financial
Funding rounds
3 roundsAbout Zoe Financial
Developer of a wealth planning platform designed to help people find financial advisors. The company offers separate advisors according to the qualifications, depth of knowledge, ability to solve problems, operational efficiency and client-advisor ratio, which advise individuals to make personalized financial plans, accountability and minimum investment, enabling businesses to find planners to make stable financial decisions and wealth creation.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2016
- Employees
- 50
- Website
- zoefinancial.com/
- Ownership
- Privately Held (backing)
Zoe Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Zoe Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Zoe Financial in its N-PORT filings yet. We sweep new filings monthly.