Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the
Location: Belize
Employees: 11-50
Phone: +1 646-847-2106
Total raised: $13M
Founded date: 2018
Investors 5
| Date | Name | Website |
| - | Nomad Vent... | nomadfund.... |
| - | ThirdStrea... | thirdstrea... |
| 18.06.2022 | Bertelsman... | bdmifund.c... |
| - | SB Opportu... | theopportu... |
| - | Mango.vc | mango.vc |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 18.05.2021 | Series A | $10M | - |
| 18.09.2019 | - | $3M | - |
Mentions in press and media 23
| Date | Title | Description |
| 16.12.2023 | What it means to be rich, according to 9 financial planners who would know | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options. Financial Planning Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation o... |
| 24.04.2023 | 10 years of fintech failure: 3 more ideas that failed to live up to the initial hype | Grant Easterbrook Contributor Share on Twitter Grant Easterbrook is a fintech consultant based in Amsterdam. He also co-founded Dream Forward, which was acquired in 2020. More posts by this contributor A decade of fintech failures: 4 innova... |
| 21.04.2023 | Here's How The Secure Act 2.0 Can Help In Your Financial Journey To Your Dream Retirement | Andres Garcia-Amaya is the CEO & Founder of Zoe Financial, a wealth platform that accelerates wealth creation. |
| 09.02.2023 | The Secret To Accomplish Your New Year Resolutions | Andres Garcia-Amaya is the CEO & Founder of Zoe Financial, a wealth platform that accelerates wealth creation. |
| 31.08.2022 | Four Steps To Help Secure Your Financial Life | Andres Garcia-Amaya, CFA is CEO & Founder of Zoe Financial, a wealth platform that accelerates wealth creation. |
| 11.11.2021 | The Clayton Antitrust Act: One of many laws that protects consumers from unfair business practices | The Clayton Antitrust Act is one of several laws prohibiting anti-competitive business behavior in the US. The Clayton Antitrust Act is meant to prevent conflicts of interest, price discrimination, and guarantees the right to sue for certai... |
| 10.11.2021 | The Clayton Antitrust Act: One of many laws that protects consumers from unfair business practices | The Clayton Act has been amended a few times since its passage in 1918. Pattanaphong Khuankaew/Getty The Clayton Antitrust Act is one of several laws prohibiting anti-competitive business behavior in the US. The Clayton Antitrust Act is mea... |
| 05.11.2021 | A guide to IRAs: Tax-advantaged investing accounts that help you save for retirement | An Individual Retirement Arrangement (IRA) is a type of retirement account designed for individuals that provides various tax advantages. There are several kinds of IRAs. Depending on which type of IRA you have, you'd contribute either pre-... |
| 04.11.2021 | A guide to IRAs: Tax-advantaged investing accounts that help you save for retirement | IRAs can be a good way to save for retirement, but there are different types to choose from, with each offering different tax benefits and rules. Marko Geber/Getty An Individual Retirement Arrangement (IRA) is a type of retirement account d... |
| 19.05.2021 | Zoe Financial Raises $10M in Series A Funding | Zoe Financial, a New York based digital marketplace that allows consumers to find and hire vetted financial advisors, raised $10m in Series A funding. The round, which brought total funding to $16.3m, was led by SoftBank’s Opportunity Fund ... |
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