# 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.

- **Founded:** 2018
- **Headquarters:** New York, New York, United States
- **Founders:** Andres Garcia-Amaya (Founder & CEO)
- **Team size:** ~64 employees
- **Products:** Zoe Advisor Matching, Zoe Wealth Platform, Investment & Trading Tools, Advisor Operations Suite
- **Notable:** Rejects ~95% of advisors who apply to its network, enforcing a fiduciary, fee-only, credentialed standard., Raised $29.6M Series B in 2025 led by Sageview Capital, with strategic RIA backers., Grew from a 2018 lead-gen matching tool into a full end-to-end wealth-management platform.

## Products & services

- **Zoe Advisor Matching** — A free service that matches individuals and families with independent, fee-only fiduciary advisors after screening candidates on credentials (CFP, CFA, or CPA), experience, and fiduciary standards - rejecting roughly 95% of applicants.
- **Zoe Wealth Platform** — An all-in-one wealth-management platform for advisors and their clients, unifying account opening, funding, money movement, billing, reporting, and client portals.
- **Investment & Trading Tools** — Automated rebalancing, tax-loss harvesting, tax-efficient rebalancing, direct indexing, model marketplace, and commission-free fractional-share trading (via Zoe Securities LLC and Apex Clearing).
- **Advisor Operations Suite** — White-label branding, multi-custodian support, daily reconciliation, integrations (Salesforce, eMoney), and outsourced operations to help RIAs scale and grow organically.

## Achievements

- Rejects ~95% of advisors who apply to its network, enforcing a fiduciary, fee-only, credentialed standard.
- Raised $29.6M Series B in 2025 led by Sageview Capital, with strategic RIA backers.
- Grew from a 2018 lead-gen matching tool into a full end-to-end wealth-management platform.
- Total funding reached approximately $45M by 2025.
- Recognized in industry press (Kiplinger, Policygenius, Money Crashers) as a leading fiduciary advisor-matching service.

## Latest updates

- **2025-04** — Closed $29.6M Series B led by Sageview Capital with participation from CAPTRUST, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, and Falcon Wealth Planning; total funding ~$45M.
- **2023-01** — Announced its new Zoe Wealth Platform, expanding from advisor matching into full wealth-management infrastructure.

## Links

- Website: https://zoefinancial.com
- LinkedIn: https://www.linkedin.com/company/zoe-financial-inc.
- Twitter/X: https://twitter.com/zoefinancial
- YouTube: https://www.youtube.com/@zoefinancial
- Instagram: https://www.instagram.com/zoefinancial
- Facebook: https://facebook.com/zoefinofficial/
- TikTok: https://www.tiktok.com/@zoefinancial

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Profile page: https://yespress.io/zoe-financial
Published by YesPress — https://yespress.io
Last updated: 2026-07-17