Zoe Financial
A marketplace where people can find, hire, and invest with vetted, fiduciary, financial advisors.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor investor investor investor investor investor investor investor | €0.0 | round |
| N/A | €0.0 | round | |
| investor investor | €0.0 | round | |
| investor investor investor investor investor investor investor investor investor | €0.0 | round | |
| investor | €0.0 | round | |
* | $29.6m | Series B | |
| Total Funding | 000k | ||
| USD | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 | 0000 | 0000 |
| % growth | - | 110 % | 31 % | 174 % | - |
| EBITDA | 0000 | 0000 | 0000 | 0000 | 0000 |
| Profit | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 | 0000 | 0000 |
Source: Dealroom estimates
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Zoe Financial operates in the financial advisory market, connecting clients with vetted, independent fiduciary financial advisors across the United States. The company serves individuals seeking personalized financial planning, investment management, and retirement planning services. Zoe Financial's business model revolves around an algorithm that matches clients with advisors best suited to their unique financial situations. The company makes money by charging advisors a fee for access to its platform and client base. By ensuring that only the top 5% of advisors, based on a rigorous due diligence process, are included in its network, Zoe Financial aims to provide clients with trustworthy and high-quality financial advice. The platform emphasizes transparency and fiduciary responsibility, ensuring that advisors act in the best interests of their clients. This approach not only helps clients achieve better financial outcomes but also builds long-term relationships based on trust and performance.
Keywords: fiduciary, financial advisors, investment management, retirement planning, personalized planning, algorithm matching, vetted advisors, financial planning, advisor network, client trust.