Connects clients with independent financial advisors, offering streamlined tools for personalized investment management.
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Sign up to view historical trading trends and place an offer.
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Overview
Zoe Financial offers a digital wealth platform that connects individuals with vetted independent financial advisors, streamlining the process of finding, hiring, and collaborating with professionals to manage and grow their wealth. The platform provides tools for account opening, funding, automated rebalancing, and commission-free fractional trading, aiming to enhance the client experience through technology-driven solutions.
Zoe Financial Funding
Sign up to gain insights into Zoe Financial funding history, including the funding round, time period, and amount raised.
| Financing Round | Date | Amount | Price per share | Valuation |
|---|---|---|---|---|
| Round | Date | Amount | PPS | Valuation |
| Series B | Apr 29, 2025 | 10M | ||
| Series B | Apr 14, 2025 | 30M | ||
| Series A | May 03, 2021 | 16M |
Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market
Buy
Sign up to view historical trading trends and place an offer.
Sell
Understand share pricing, list anonymously, and benefit from transparent fees.
Zoe Financial Management Team
Investors
Creative Planning
Perigon Wealth Management
CAPTRUST
Falcon Wealth Planning
Sageview Capital
Mariner Wealth Advisors
SoftBank
Zoe Financial Valuations & Financials
View real-time NPM data on Zoe Financial stock including daily Zoe Financial stock price estimates, valuation history, and historical share price information. Access Zoe Financial financing rounds, secondary trade levels, cap table data, and private company comparable transactions. Use NPM's private company valuation database to track Zoe Financial pricing across six independent market signals. Looking for private company due diligence data sources on Zoe Financial? Get in touch to learn more.
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FAQ
We have answers
Zoe Financial stock does not trade on public stock exchanges. Zoe Financial stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Zoe Financial stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Zoe Financial Stock does not trade on public stock exchanges. In order to sell Zoe Financial shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
Zoe Financial does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the NPM Data and Intelligence database from Nasdaq Private Market, you can view Zoe Financial share price and other valuable private market data.
Read more about secondary market private company stock prices:
There is no ticker symbol for Zoe Financial stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.
Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Zoe Financial stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Zoe Financial stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
Zoe Financial is a private company and has not had an IPO. There is currently no Zoe Financial IPO price. Get started to begin exploring the Nasdaq Private Market Data and Intelligence database and gain access to actionable data related to Zoe Financial IPO.
Learn more about Data and Intelligence private company stock data for institutional investors on the on the NPM Data and Intelligence Product Page.
