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Zoe Financial Stock (ZOFI)
Zoe Financial helps its clients find & hire their ideal financial advisor.
About Zoe Financial Stock
Founded
2018
Headquarters
New York, NY, US
Industries
Messaging and Telecommunications, Sports, Content and Publishing
Zoe Financial Press Mentions
Stay in the know about the latest news on Zoe Financial
Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform
newswire • Apr 17, 2025
Global FinTech Innovators Recognized in 9th Annual FinTech Breakthrough Awards Program
globenewswire • Mar 19, 2025
Why Traditional Wealth Management is Broken — And How Fintech Can Fix It
medium • Mar 13, 2025
Zoe Financial & MSCI Come Together to Transform Direct Indexing for RIAs
newswire • Feb 21, 2025
Tailored Investing Simplified: Zoe Financial Debuts Direct Indexing Capabilities
newswire • Feb 12, 2025
Zoe Financial Management
Leadership team at Zoe Financial
Head of Product
Dillon Ferguson
Founder & CEO
Andres Garcia Amaya
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Trading Zoe Financial Stock
How to invest in Zoe Financial stock?
Accredited investors can buy pre-IPO stock in companies like Zoe Financial through EquityZen funds. These investments are made available by existing Zoe Financial shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell Zoe Financial stock?
Shareholders can sell their Zoe Financial stock through EquityZen's private company marketplace. EquityZen's network includes over 360K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 46K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
