Zoe Financial
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Zoe Financial

https://zoefin.com/
Last activity: 16.12.2023
Categories: CareFinTechInsurTechInterestInvestmentITMarketplacePlanningProductService
Zoe specializes in finding the RIGHT financial experts for our clients. We screen 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.
Likes
1.34K
Followers
1.3K
Website visits
60.3K /mo.
Mentions
22
Location: Belize
Employees: 11-50
Phone: +1 646-847-2106
Total raised: $13M
Founded date: 2018

Investors 3

Funding Rounds 2

DateSeriesAmountInvestors
18.05.2021Series A$10M-
18.09.2019-$3M-

Mentions in press and media 22

DateTitleDescriptionSource
16.12.2023What it means to be rich, according to 9 financial planners ...Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / ne...businessin...
24.04.202310 years of fintech failure: 3 more ideas that failed to liv...Grant Easterbrook Contributor Share on Twitter Grant Easterbrook is a fintech consultant based in ...techcrunch...
21.04.2023Here's How The Secure Act 2.0 Can Help In Your Financial Jou...Andres Garcia-Amaya is the CEO & Founder of Zoe Financial, a wealth platform that accelerates we...forbes.com...
09.02.2023The Secret To Accomplish Your New Year ResolutionsAndres Garcia-Amaya is the CEO & Founder of Zoe Financial, a wealth platform that accelerates we...forbes.com...
31.08.2022Four Steps To Help Secure Your Financial LifeAndres Garcia-Amaya, CFA is CEO & Founder of Zoe Financial, a wealth platform that accelerates w...forbes.com...
11.11.2021The Clayton Antitrust Act: One of many laws that protects co...The Clayton Antitrust Act is one of several laws prohibiting anti-competitive business behavior in t...businessin...
10.11.2021The Clayton Antitrust Act: One of many laws that protects co...The Clayton Act has been amended a few times since its passage in 1918. Pattanaphong Khuankaew/Getty...businessin...
05.11.2021A guide to IRAs: Tax-advantaged investing accounts that help...An Individual Retirement Arrangement (IRA) is a type of retirement account designed for individuals ...businessin...
04.11.2021A guide to IRAs: Tax-advantaged investing accounts that help...IRAs can be a good way to save for retirement, but there are different types to choose from, with ea...businessin...
19.05.2021Zoe Financial Raises $10M in Series A FundingZoe Financial, a New York based digital marketplace that allows consumers to find and hire vetted fi...finsmes.co...
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