The Venture Codex

Participated · Series B · May 2025

Zoe Financial offers a digital platform that streamlines every step of wealth management for investors while supporting RIAs with business development and operational tools. Its technology bundles account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading into one integrated experience. For advisors, Zoe provides outsourced lead generation, a client-referral marketplace, and white-labeled solutions to help them scale faster. Led by CEO and founder Andres Garcia-Amaya, CFA, the company positions itself as both a client acquisition engine and an operational backbone for independent advisory firms. The recently raised capital will be used to broaden the Wealth Platform’s capabilities and expand headcount. Since inception, Zoe has secured a total of $45 million in venture funding, underscoring investor confidence in its RIA-focused marketplace model. No user or revenue figures were disclosed in the article.