Company

Zoe Financial, Inc.

Zoe Financial, founded in 2018 in New York, matches individuals with financial advisors through an online platform.

About

Founded in 2018 and based in New York, US, Zoe Financial provides financial advisory services through an online platform that matches individuals with advisors after a few questions. Its advisors cover retirement, investing, tax strategy, estate planning and other planning areas, with asset-based or flat fees. The company was founded by CEO Andres Garcia-Amaya. In April 2025 it raised USD 20 million in Series B funding led by new investor Sageview Capital.

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