- Total raised
- Series B
- Stage
- Series B
- Team size
- 51-200
- Founded
- 2018
- HQ
- New York
About Zoe Financial
Zoe is a modern wealth planning platform connecting clients with a nationwide network of vetted advisors. Backed by $16.3M from SoftBank and leaders at JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash, it certifies advisors with a S
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