Zoe Financial Secures $29.6M Series B to Revolutionize Modern Wealth Planning

Zoe Financial is excited to announce a successful funding round in which the company raised $29,600,000, marking a significant milestone in our ongoing mission to redefine wealth planning for a modern audience. As the innovative platform that connects clients with trusted advisors nationwide, Zoe is dedicated to making personalized wealth creation both tailored and convenient through cutting-edge technology and an exceptional level of client service. This latest infusion of capital will accelerate our efforts in expanding our carefully curated ecosystem of highly qualified advisors, all of whom meet our rigorous standards to earn Zoe’s Seal of Approval. With these funds, we plan to further develop our advanced digital infrastructure, introduce new tools to enhance the client experience, and scale our operations to better support a growing user base seeking financial stewardship once only available to the ultrawealthy. Our commitment to putting the client first and acting with urgency ensures that every step we take is geared toward delivering service, stewardship, and comprehensive solutions that elevate our clients’ financial journeys. Backed by prominent investors including SoftBank and top operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash, we continue to demonstrate that our core values—such as acting like an owner, building like a teammate, and maintaining a growth mindset—are the foundation of our success. This achievement not only reaffirms our dedication to transforming wealth management but also positions Zoe Financial at the forefront of financial innovation, ensuring that our valued clients receive the exceptional guidance and support they deserve every step of the way.