About Zoe Financial
Zoe Financial is a company based in New York (United States) founded in 2017 by Andres Garcia-Amaya. It operates as a B2C. 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 as of December 31, 2022. Zoe Financial operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter New York, United States
- Employees 13 as on 31 Dec, 2022
- Founders Andres Garcia-Amaya
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Zoe Financial, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$30.89 M (USD)
in 4 rounds
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Latest Funding Round
$9.57 M (USD), Series A
May 02, 2022
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Investors
Open Opportunity Fund
& 10 more
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Employee Count
13
as on Dec 31, 2022
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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 Total Funding
- Total Rounds 4
- Last Round Series A — $9.6M
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First Round
First Round
(18 Sep 2019)
- Investors Count 11
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2022 | Amount | Series A - Zoe Financial | Valuation |
investors |
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| May, 2021 | Amount | Series A - Zoe Financial | Valuation | Open Opportunity Fund | |
| Mar, 2021 | Amount | Seed - Zoe Financial | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Venture capital investments are directed toward multiple sectors.
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Founded Year | Domain | Location | |
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Stage-agnostic tech-focused VC firm investing primarily in the US
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Founded Year | Domain | Location | |
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Growth-stage investments are focused on by Republic Capital venture firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Zoe Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Zoe Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Zoe Financial Comparisons
Competitors of Zoe Financial
Zoe Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Zoe Financial
Frequently Asked Questions about Zoe Financial
When was Zoe Financial founded?
Zoe Financial was founded in 2017 and raised its 1st funding round 2 years after it was founded.
Where is Zoe Financial located?
Zoe Financial is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Zoe Financial?
Andres Garcia-Amaya is the current CEO of Zoe Financial. They have also founded this company.
Is Zoe Financial a funded 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 $2M, raised on Sep 18, 2019.
How many employees does Zoe Financial have?
As of Dec 31, 2022, the latest employee count at Zoe Financial is 13.
What does Zoe Financial do?
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.
Who are the top competitors of Zoe Financial?
Zoe Financial's top competitors include The Tifin Group, Ascensus and Farther.
Who are Zoe Financial's investors?
Zoe Financial has 11 investors. Key investors include Open Opportunity Fund, Aaron Schildkrout, Jessica Lachs, Chris Nakutis, and Marie Chandoha.