About Zoe Financial
Zoe Financial is a Financial Services company based in New York (United States) founded in 2017 by Andres Garcia-Amaya. It operates a digital platform for wealth planning and advisory services. It operates on a B2C model. Zoe Financial has raised $30.89 million across 4 funding rounds from investors including Open Opportunity Fund, Aaron Schildkrout and Jessica Lachs. The company has 13 employees. Its chief executive, as recorded, is Andres Garcia-Amaya. Its focus areas include Finance, Wealth Management, Financial Planning and Digital Advisory. Its legal entity is ZOE FINANCIAL, INC. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
Zoe Financial, backed by 30885478.0 from Open Opportunity Fund, Aaron Schildkrout, Jessica Lachs, Chris Nakutis, Marie Chandoha, ThirdStream Partners, Stephanie DiMarco, Republic Capital, Chris Jones, Brian Finn, George Gatch, focuses on finance, managing wealth portfolios, providing financial planning, and digital advisory. Operates a digital platform for wealth planning and advisory services. Driving innovation, growth, and excellence in its industry sectors.
- Headquarters New York, United States
- Employees 13
- Founders Andres Garcia-Amaya
- SectorsFinancial Services
- Website zoefin.com
- Social Facebook
- Legal Name Zoe Financial, Inc.
- Total Equity Funding$30.89M (USD)
in 4 rounds
- Latest Funding Round$9.57M (USD), Series A
May 2022
- InvestorsOpen Opportunity Fund
& 10 more
- Employee Count13
Funding Insights of Zoe Financial
Zoe Financial has successfully raised a total of $30.89M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $9.57 million completed in May 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $30.89M
- Total Rounds 4
- Last Round Series A — $9.57M
- First Round $3M
(Sep 2019)
- Investors Count 11
All 4 funding rounds of Zoe Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2022 | $9.57M | Series A | – | – | – |
| May 2021 | $16.31M | Series A | – | Open Opportunity Fund | |
| Mar 2021 | $2M | Seed | – | – | – |
| Sep 2019 | $3M | Seed | – | ThirdStream Partners |
11 investors in total: 3 institutional and 8 angel.
Investors in Zoe Financial
Zoe Financial has secured backing from 11 investors, including venture fund and angel investors. Prominent investors backing the company include Open Opportunity Fund, Aaron Schildkrout and Jessica Lachs.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments are directed toward multiple sectors. | theopportunityfund.com | Miami, United States | ||
Stage-agnostic tech-focused VC firm investing primarily in the US | thirdstreampartners.com | San Francisco, United States | ||
Growth-stage investments are focused on by Republic Capital venture firm. | republiccapital.co | Manhattan, United States | ||
AS Aaron Schildkrout | unknown_ad41e2df6ec94bd18 | |||
JL Jessica Lachs | unknown_9201f44be00641dd9 | |||
CN Chris Nakutis | unknown_b684959cea1e4a2db | |||
MC Marie Chandoha | Angel investor with focus on tech startups, based in India. | unknown_1e1aca78b81d43ba8 | ||
SD Stephanie DiMarco | Angel investor focusing on early-stage Indian startups, based in Mumbai. | unknown_a27db5fab6e046b2b | ||
CJ Chris Jones | unknown_48f41e92e50344008 | |||
BF Brian Finn | Angel investor focusing on Indian startups, experienced in tech and finance. | unknown_6ede1ce066a44d25b |
Investor details for Zoe Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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- Round participation
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People of Zoe Financial
16 people are tracked at Zoe Financial (8 in leadership, 8 in team); the tracked headcount is 13.
| Name | Role | Group |
|---|---|---|
Andres Garcia-Amaya | Founder, CEO | Leadership |
Dillon Ferguson | Head of Product | Leadership |
Matthew Wiener | Director Of Client Services | Leadership |
Alexander Kemp | VP Of Sales | Leadership |
Christy Matzen | Director, Financial Planning | Leadership |
Cristian Pardo | Director of Product | Leadership |
Rajesh Gaur, CFA | Head of Investment Solutions | Leadership |
Ahmed T. | Director Of Business Developent | Leadership |
Devon B. | Client Manager | Team |
Simón Schneider Hoyos | Senior Product Designer | Team |
Luisa Fernanda Ramirez Rangel | Senior Finance & Operations Manager | Team |
Juan Manuel Serrato Gómez | Senior Product Designer | Team |
Brendan Connors | Account Executive | Team |
Sarah Miller | Client Success Manager | Team |
Kaitlin D. | Senior Client Manager | Team |
Reece Benevides | Relationship Manager | Team |
Complete people profiles for Zoe Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Zoe Financial
3 dated milestones of Zoe Financial across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Zoe Financial is founded.
- Funding First funding round of $3.0M.
- Funding Latest funding round, Series A, of $9.6M.
Competitors of Zoe Financial
Zoe Financial has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Zoe Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Zoe Financial
Websites that share an audience with Zoe Financial (zoefin.com).
Websites whose visitors overlap most with Zoe Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| percent.com | 98% | 218.4K | #165,279 | View details | |
| corient.com | 90% | 101.7K | #324,866 | View details | |
| farmtogether.com | 85% | 12.2K | #1,745,665 | View details | |
| creativeplanning.com | 82% | 262.4K | #241,055 | View details | |
| modwm.com | 82% | 24.8K | #1,231,161 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for Zoe Financial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Zoe Financial (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Zoe Financial
Complete news archive for Zoe Financial
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Frequently Asked Questions about Zoe Financial
Zoe Financial was founded in 2017 and raised its 1st funding round 2 years after it was founded.
Zoe Financial is headquartered in New York, United States. It is registered at New York, New York, United States.
Andres Garcia-Amaya is the CEO of Zoe Financial, as recorded in our data. They have also founded this company.
Zoe Financial is a funded company, having raised a total of $30.89M across 4 funding rounds to date. The company's 1st funding round was a Seed of $3M, raised on Sep 2019.
Zoe Financial has 13 employees.
Zoe Financial, backed by 30885478.0 from Open Opportunity Fund, Aaron Schildkrout, Jessica Lachs, Chris Nakutis, Marie Chandoha, ThirdStream Partners, Stephanie DiMarco, Republic Capital, Chris Jones, Brian Finn, George Gatch, focuses on finance, managing wealth portfolios, providing financial planning, and digital advisory. Operates a digital platform for wealth planning and advisory services. Driving innovation, growth, and excellence in its industry sectors.
Zoe Financial's top competitors include The Tifin Group, Ascensus and Farther.
Zoe Financial has 11 investors. Key investors include Open Opportunity Fund, Aaron Schildkrout, Jessica Lachs, Chris Nakutis, and Marie Chandoha.
Zoe Financial operates through Zoe Financial, Inc..