Tag: zoe financial

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.

SoftBank’s Opportunity Fund led a $10m Series A round of funding into Zoe Financial, a digital marketplace for people to find and hire vetted independent financial advisers.