Zoe Financial

Financial Services • Manhattan, New York, United States • 51-100 Employees

Company overview

Headquarters	666 Third Ave, 6th Floor, New York, New York 10017, US
Phone number	+16468472106
Websites	zoefinancial.com zoefin.com
NAICS	52
Keywords	Financial Advisor, Wealth Management, College Planning, Financial Planning, Financial Planning, Investment Strategy, Tax Strategy
Founded	2018
Employees	51-100
Socials

Key Contacts at Zoe Financial

Alex Kemp

Vp Of Sales

Andres Garcia-Amaya

Founder & Ceo

Ahmed T.

Director Of Business Developent

Reece Benevides

Director Of Advisor Success

Matthew Wiener

Director Of Client Services

Carolina Padilla

Marketing Director

Caroline Kolk

Director Of Product

Cristian Pardo

Director Of Product

Sophie Mcintyre

Director, Business Analytics & Operations

Sergio Acosta

Director Of Front End Engineering

Zoe Financial Email Formats

Zoe Financial uses 2 email formats. The most common is {first name} (e.g., john@zoefin.com), used 93% of the time.

Format	Example	Percentage
{first name}	john@zoefin.com	93%
{first name}.{last name}	john.doe@zoefin.com	7%

About Zoe Financial

Zoe is a wealth platform with the mission to help grow and protect clients’ wealth. Zoe’s platform brings account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into one cohesive advisory experience. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is, “How does this help the client?” 2. Act with urgency We don’t leave for tomorrow what can be done today 3. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes. https://zoefinancial.com/social-disclosures

Zoe Financial revenue & valuation

Annual revenue	$5,646,630
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$18,100,000
Total funding	$29,600,000

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Director

Manager

Employees by Department

Zoe Financial has 33 employees across 12 departments.

Departments

Number of employees

Funding Data

Explore Zoe Financial's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-06-24	1	N/A
2025-05-29	5	$29,600,000

Funding Insights

$29,600,000

Total funding amount

$29,600,000

Most recent funding amount

Number of funding rounds

Frequently asked questions

Zoe Financial is located in Manhattan, New York, US.

You can reach Zoe Financial at +16468472106.

Zoe Financial was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Zoe Financial has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Zoe Financial has raised a total of $29,600,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.