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Gathering insights about Zoe Financial…

Zoe Financial Tech Stack

Zoe Financial uses 8 technology products and services including OpenTelemetry, Adobe Illustrator, Snowflake, and more. Explore Zoe Financial's tech stack below.

  • OpenTelemetry
    Api Management
  • Adobe Illustrator
    Cad & Graphics
  • Snowflake
    Data Management Platforms
  • MySQL
    Database
  • Microsoft Dynamics
    Enterprise Resource Planning
  • Midjourney
    Generative Ai
  • Framer Motion
    Javascript Libraries
  • C
    Programming Languages

Media & News

Zoe Financial's Email Address Formats

Zoe Financial uses at least 2 format(s):
Zoe Financial Email FormatsExamplePercentage
First@zoefin.comJohn@zoefin.com
93%
Last@zoefin.comDoe@zoefin.com
3%
FirstLast@zoefin.comJohnDoe@zoefin.com
2%
First.Last@zoefin.comJohn.Doe@zoefin.com
2%

Frequently Asked Questions

Where is Zoe Financial's headquarters located?

Minus sign iconPlus sign iconZoe Financial's main headquarters is located at 666 Third Avenue 6th Floor New York, New York United States. The company has employees across 5 continents, including North AmericaSouth AmericaAfrica.

What is Zoe Financial's phone number?

Minus sign iconPlus sign icon You can contact Zoe Financial's main corporate office by phone at
+1-646-522-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Zoe Financial's official website and social media links?

Minus sign iconPlus sign iconZoe Financial's official website is zoefinancial.com and has social profiles on LinkedInCrunchbase.

What is Zoe Financial's NAICS code?

Minus sign iconPlus sign iconZoe Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Zoe Financial have currently?

Minus sign iconPlus sign iconAs of June 2026, Zoe Financial has approximately 63 employees across 5 continents, including North AmericaSouth AmericaAfrica. Key team members include Vice President Of Sales: A. K.Vice President Of Compliance: C. S.Vp Of Investment Solutions: R. G.. Explore Zoe Financial's employee directory with LeadIQ.

What industry does Zoe Financial belong to?

Minus sign iconPlus sign iconZoe Financial operates in the Financial Services industry.

What technology does Zoe Financial use?

Minus sign iconPlus sign iconZoe Financial's tech stack includes OpenTelemetryAdobe IllustratorSnowflakeMySQLMicrosoft DynamicsMidjourneyFramer MotionC.

What is Zoe Financial's email format?

Minus sign iconPlus sign iconZoe Financial's email format typically follows the pattern of First@zoefin.com. Find more Zoe Financial email formats with LeadIQ.

How much funding has Zoe Financial raised to date?

Minus sign iconPlus sign icon As of June 2026, Zoe Financial has raised $30M in funding. The last funding round occurred on Apr 29, 2025 for $30M.

When was Zoe Financial founded?

Minus sign iconPlus sign iconZoe Financial was founded in 2018.

Zoe Financial

Financial ServicesNew York, United States51-200 Employees

Zoe Financial operates as a digital wealth platform within the financial services industry, focused on helping clients grow and protect their wealth. Its platform consolidates activities such as account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into a single advisory experience. The service targets registered investment advisors and mass affluent clients, aiming to simplify wealth management while delivering more personalized outcomes. The company is based in New York City and is characterized as a mid-sized firm.

In March 2026, Zoe Financial was named Wealth Management Company of the Year at the FinTech Breakthrough Awards, reflecting external recognition of its work in the wealth management space.

Section iconCompany Overview

Headquarters
666 Third Avenue 6th Floor New York, New York United States
Phone number
+1-646-522-****
Website
zoefinancial.com
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $30M

    Zoe Financial has raised a total of $30M of funding over 5 rounds. Their latest funding round was raised on Apr 29, 2025 in the amount of $30M.

  • $25M$50M

    Zoe Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $30M

    Zoe Financial has raised a total of $30M of funding over 5 rounds. Their latest funding round was raised on Apr 29, 2025 in the amount of $30M.

  • $25M$50M

    Zoe Financial's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    A. K.
    Vice President Of Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Vice President Of Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Vp Of Investment Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Head Of Product Experience
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Head Of Product Solutions
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    A. K.
    Vice President Of Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Vice President Of Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. M. P.
    Director Staff Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Director Of Front End Engineering
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. J.
    Human Resources Director
    Phone icon
    Mobile Phone

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