Zoe Financial Stock

Zoe Financial helps its clients find & hire their ideal financial advisor.

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About Zoe Financial Stock

Zoe Financial helps its customers find an independent and fiduciary financial advisor. Zoe Financial screens the experts to ensure that they will provide the client with the right advice in the right manner. Because financial help extends beyond just the numbers. It is headquartered in New York City, United States.

Funding History

September 2018$2.0M
September 2019$4.3M
May 2021$10.0M


Head of Product

Dillon Ferguson

Founder & CEO

Andres Garcia Amaya

Investor & Advisor

Matt Brinker


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