Zoe Financial Raises $3M in Funding

zoeZoe Financial, a NYC-based digital fintech marketplace, raised $3M in funding.

Backers included:
– Third Stream Partners (led by former Chairman of Financial Engines Blake Grossman),
– Stephanie DiMarco (Founder of software company Advent Technologies),
– Brian Finn (former President of Credit Suisse First Boston),
– Chris Jones (former co-CIO of Blackrock’s Global Active Equities), and
– current JP Morgan Asset Management CEO George Gatch.

The company, which has raised $5M to date, will be using the new capital to accelerate their product development.

Led by CEO and founder Andres Garcia-Amaya, Zoe is a digital marketplace that allows people to make informed financial decisions by curating vetted, unbiased and independent financial advisors, based on consumer-specific needs.
After launching in February 2018, Zoe now boasts hundreds of clients with more than $140M of investable assets that have hired their independent fiduciary advisor through the network.

FinSMEs

18/09/2019

 

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