Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management
Summary
NEW YORK CITY, NY / ACCESS Newswire / April 29, 2025 / Zoe, the digital end-to-end wealth platform transforming how registered investment advisors (RIAs) and investors connect, has closed a $29.6 million Series B financing round led by Sageview Capital, bringing its total funding to $45 million.The funding will fuel Zoes mission to enhance the wealth management experience by solving two of the industrys most persistent challenges: helping RIAs drive consistent organic growth and enabling them to serve clients more efficiently through Zoes all-in-one platform. "They are uniquely positioned to transform how consumers access truly personalized financial advice and investments while helping RIAs scale more efficiently. Zoes platform brings account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading into an end-to-end client experience. Learn more at .Sageview Capital is a private investment firm focused on partnering with industry-defining innovators to build enduring software and tech-enabled businesses. With over $2 billion in assets under management, Sageview Capital collaborates with entrepreneurs on a custom approach, leveraging its decades of experience, operational expertise, and network in scaling many successful companies.