Zoe Financial

Zoe Financial is a modern wealth planning platform founded in 2018 and headquartered in the United States. The company's slogan "Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide" emphasizes its mission to provide tailored wealth creation and client service through innovative technology. Zoe targets clients seeking service, stewardship, and solutions previously only accessible to the ultrawealthy, positioning itself as a financial steward committed to supporting clients at every step. The company's last investment round was a Venture Round on 24 May 2022, with Bossanova Investimentos as the investor. Previously, Zoe has secured $16.3M in funding from SoftBank and top operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash, signifying confidence in the platform's potential. Zoe's unique selling point lies in its carefully curated ecosystem, which vets advisors offering personal and conscientious guidance for wealth growth. The company's advisor network comprises only the most qualified aligned-interest advisors in the country, recognized with Zoe's Seal of Approval after passing a rigorous vetting process. The company's core values emphasize putting the client first, acting like an owner, building like a teammate, adopting a growth mindset, showing grit, being optimistic, acting with urgency, and driving impact. These values reflect Zoe's commitment to exceptional client service and creating meaningful work consistently. The recent investment from Bossanova Investimentos underlines confidence in Zoe's innovative approach to wealth planning and the firm's potential to redefine the financial services industry.