Zoe Financial

Zoe Financial is a New York-based wealthtech company that connects individuals and families with vetted, independent fiduciary financial advisors while giving those advisors an all-in-one platform to run their practices. Founded in 2018 by former J.P. Morgan executive Andres Garcia-Amaya, Zoe pairs a rigorous advisor-matching service - it screens out roughly 95% of applicant advisors - with wealth-management software that handles account opening, funding, automated rebalancing, tax-efficient investing, direct indexing, and commission-free fractional trading. The company raised a $29.6M Series B in 2025 led by Sageview Capital, bringing total funding to about $45M.