Tag: Captrust

WealthTech firm Zoe, a digital end-to-end platform reshaping how registered investment advisors (RIAs) and clients connect, has secured $29.6m in Series B funding to accelerate its platform expansion and team growth.

WealthTech companies globally raised $9.3bn last year across 443 transactions setting a record for both funding and deal activity.

Investment in the sector is expected to slow down for the remainder of the year as the momentum from record H2 2019 wears off