Zoe Financial

​Zoe Financial is a wealth planning platform that connects clients with financial advisors based on personalized criteria. The platform matches individuals to advisors tailored to their specific requirements and budget. Zoe Financial aims to facilitate connections between clients and financial advisors who align with their financial goals and preferences.

Domain

zoefinancial.com

Employees

11-50

Last Funding

$29.6M

Founded

2018

Frequently Asked Questions

What technologies does Zoe Financial use?+

Zoe Financial uses 25 technologies including Datadog, Facebook Pixel, Framer Sites.

What industry is Zoe Financial in?+

Zoe Financial operates in the Financial Services industry.

Where is Zoe Financial based?+

Zoe Financial is headquartered in United States.

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Data last updated: June 2026