Zoe Financial Overview
- Founded
- 2016
- Status
- Private
- Employees
- 50
- Latest Deal Type
- Series A
- Latest Deal Amount
- $16.3M
- Investors
- 13
Zoe Financial General Information
Description
Operator of a financial advisory platform intended to help people to find financial advisors. The company's platform separates advisors according to their qualifications, depth of knowledge, ability to solve the problem, operational efficiency, and client-advisor ratio, that advise people to make personalized financial plans, accountability, and minimum investment, enabling clients to take stable financial decisions.
Contact Information
Website
www.zoefin.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Information Services (B2C)
Primary Office
- 31 West 34th Street
- Suite 7020
- New York, NY 10001
- United States
+1 (646) 000-0000
Zoe Financial Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 1. Early Stage VC (Series A) | 18-May-2021 | $16.3M | 000.00 | 000.00 | Completed | Generating Revenue |
Zoe Financial Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series A-7 | 000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
| Series A-6 | 000,000 | 00.000000 | 00.0 | 00.0 | 00 | 00.0 | 0.000 | |
| Series A-5 | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
| Series A-4 | 000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
| Series A-3 | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
| Series A-2 | 928,878 | $0.000010 | $0.57 | $0.57 | 1x | $0.57 | 3.76% | |
| Series A-1 | 5,114,503 | $0.000010 | $1.96 | $1.96 | 1x | $1.96 | 20.7% |
Zoe Financial Patents
Zoe Financial Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20030009385-A1 | Electronic messaging system and method thereof | Abandoned | 26-Dec-2000 | 0000000000 | 000 |
Zoe Financial Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Andres Garcia-Amaya | Founder & Chief Executive Officer | ||
| Marie Chandoha | Advisor | ||
| Matthew Brinker | Advisor |
Zoe Financial Board Members (1)
| Name | Representing | Role | Since |
|---|---|---|---|
| Chad Harris | Zoe Financial | Board Member | 000 0000 |
Zoe Financial Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialZoe Financial Investors (13)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Aaron Schildkrout | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| Brian Finn | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| Chris Jones | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| Chris Nakutis Taylor | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| George Gatch | Angel (individual) | Minority | 000 0000 | 000000 0 |