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FinTech · New York, New York

Zoe Financial

Zoe is a modern wealth planning platform connecting clients with a nationwide network of vetted advisors. Backed by $16.3M from SoftBank and leaders at JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash, it certifies advisors with a Seal of Approval.

See 7 open roles
Locations
Bogota+1
Also New York
Team size
51-200
Founded 2018
Total raised
$48.9M
Series B · last round Apr '25
Salary range
$80–300k
3 of 7 roles
Open roles
7

Open positions · 7

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About Zoe Financial

Zoe is the modern wealth planning platform that enables clients to work with trusted advisors nationwide. It aims to make wealth creation tailored and convenient through innovative technology and exceptional client service. Zoe positions itself to serve clients seeking service, stewardship, and solutions once accessible only to the ultrawealthy. Zoe vets advisors through a rigorous Vetting Process and grants a Seal of Approval to those who pass, building an advisor network of only the most qualified aligned-interest professionals in the country. Zoe’s Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow wealth. Backed by $16.3 million in funding from SoftBank and by top operators at JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash, Zoe’s ecosystem is carefully curated to offer personal, conscientious guidance to grow wealth.

Culture & values

Put the client first is a core value; the team asks how does this help the client.

Act with urgency is a core value; we dont leave for tomorrow what can be done today.

Act like an owner is a core value; we are fully accountable for our actions and the first to own up to our mistakes.

Zoe uses a rigorous vetting process for advisors, with Zoe's Seal of Approval granted only to those who pass.

The culture centers on trusted advisor relationships and high standards of client service.

Funding

$48.9Mtotal raised

Sep '19May '21Apr '25
  • Apr 2025 · Series B
    $29.6M
  • May 2022 · Other
  • May 2021 · Series A
    $10M
  • Sep 2019 · Seed
    $4.3M

Company at a glance

Founded2018
Location
New York, New York
Websitezoefinancial.com
LinkedInLinkedIn

The team at Zoe Financial

51-200 peopleSee everyone on LinkedIn

Andres Garcia-amaya

CEO @ Zoe (We are hiring!)

Matthew Wiener

Senior Client Manager at Zoe Financial

Rajesh Gaur

VP of Investment Solutions at Zoe Financial | Wealth Management/Tech Operator | Portfolio Manager/Trader | Investments | Trading |

Carolina Padilla

Marketing Director at Zoe Financial | Marketing | Consumer Insights

Cristian Pardo

Director of Product en Zoe Financial

Location

Team Composition

37 people
  • Engineering and Technical1 senior11
  • Finance & Accounting2 senior5
  • Sales5
  • Customer Service1 senior3
  • Marketing1 senior2
  • Operations1 senior2
  • Product2 senior2
  • Administrative1

Life at Zoe Financial

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