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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
Software, Artificial Intelligence, Data and Analytics
Zoe Financial Press Mentions
Stay in the know about the latest news on Zoe Financial
Study Shows That "Best Places to Retire" Lists Miss Where Retirees Actually Go
newswire • Aug 14, 2026
New Report Reveals Why So Many Well-Off Americans Still Feel Average
newswire • Aug 06, 2026
Zoe Financial Recognized Among the World's Top Fintech Companies for 2026, According to CNBC
newswire • Jul 22, 2026
Zoe Financial Earns Finalist Recognition in the Wealthies 2026 Awards as a Modern TAMP
newswire • Jun 19, 2026
Zoe Financial Expands Wealth Platform to Multi-Custodian Model With Addition of Schwab
newswire • Jun 11, 2026
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 for buying Pre-IPO Shares.
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Shareholders can sell their Zoe Financial stock through EquityZen's private company marketplace. EquityZen's network includes over 480K accredited investors interested in buying private company stock. Learn more about the Shareholder liquidity process.
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. See more information on Express Deals and pre-IPO exit information.
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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 56K private placements completed across 500+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
