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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
Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management
newswire • Nov 19, 2024
Zoe Wealth Platform Named Finalist in the 2024 Wealthies Awards for Innovation in Advisor Success
finance • Jul 04, 2024
Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing
prnewswire • May 13, 2024
Zoe Financial CEO: Market can still make progress without Fed rate cut
cnbc • Apr 08, 2024
Third Year in a Row – Zoe Financial Wins NerdWallet's 2024 Best-of Awards for Best Online Financial Advisor
newswire • Apr 08, 2024
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.
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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.
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