Zoe Financial, the digital end-to-end wealthtech platform transforming how registered investment advisors (RIAs) and investors connect, has secured $29.6 million in Series B led by Sageview Capital, bringing its total funding to $45 million. The platform enables scalable, personalized financial services—such as direct indexing, tax-loss harvesting, and fractional trading—while offering outsourced business development and operational support for advisors. With participation from top RIA firms, Zoe aims to democratize access to institutional-grade financial tools and solidify its role as a key connector in the evolving wealth management ecosystem.

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management