Exclusive: Zoe Financial raises $29.6m in Series B funding

▤ Summary

Zoe Financial, a digital infrastructure platform and referral network for RIAs, has raised $29.6m through a Series B funding round led by private equity firm Sageview Capital.The capital raise included contributions from several of Zoes RIA clients, including Creative Planning, Mariner Wealth Advisors, Captrust, Perigon Wealth Management and Falcon Wealth Planning.The round brings Zoe to roughly $45m in total funding; it last raised money in 2021, pulling in $10m through a Series A round led by SoftBanks Opportunity Fund.

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