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Zoe raises $29.6 million in Series B funding led by Sageview Capital, bringing its total funding to $45 million. The capital will support platform enhancements and team expansion to help RIAs grow efficiently and serve clients with institutional-grade tools. Key RIA firms participated in the round, reflecting strong industry support for Zoe’s integrated wealth management approach.
Wall Street Takes Notice: Zoe Lands Major Series B Backing
Zoe has closed a $29.6 million Series B financing round, led by Sageview Capital. This new capital brings the company’s total funding to $45 million. The round also included participation from executives and partners at several leading registered investment advisor (RIA) firms, including CAPTRUST, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, and Falcon Wealth Planning.
Sageview Capital’s backing reflects confidence in Zoe’s approach to wealth management technology. The firm, with over $2 billion in assets under management, has previously invested in software and tech-enabled businesses that have gone on to IPO or acquisition. Zoe’s CEO and founder Andres Garcia-Amaya noted the investment reinforces the company’s momentum and supports its core mission to protect and grow client wealth.
Why Wealth Advisors Are Betting on Zoe’s Model
Zoe’s offering goes beyond basic fintech tools. It integrates outsourced business development and operations support into one digital platform. This allows RIAs to grow more consistently without the overhead of internal expansion.
The company also provides a built-in client referral network and customizable, white-labeled solutions. These features are aimed at helping financial advisors streamline service delivery and scale more effectively, while maintaining control over their brand identity.
Zoe’s all-in-one solution is designed to solve two persistent challenges in wealth management:
- Driving sustainable organic growth for RIAs
- Improving client service delivery through automation and integration
What Zoe Offers That Traditional Platforms Don’t
Zoe enables access to features traditionally reserved for institutional or ultra-wealthy clients. These include:
- Tax-loss harvesting
- Direct indexing
- Commission-free fractional trading
These capabilities are available to clients of all account sizes, expanding access to sophisticated investment strategies.
The platform also includes account opening, funding, and automated rebalancing within a streamlined digital experience. This level of integration simplifies the advisory process for both clients and advisors.
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Inside the Strategy: How Zoe Plans to Deploy Its New Capital
Zoe plans to use the Series B funding to expand its platform capabilities and grow its team. The company is focused on refining the tools available to RIAs and investors through product development.
Andres Garcia-Amaya emphasized Zoe’s continued focus on its mission to protect and grow wealth. Backers from the wealth management space are expected to play a role in supporting this next stage.
Sasank Chary, partner at Sageview Capital, stated that Zoe is building the connective infrastructure between independent advisors and clients, offering scalable solutions while enabling personalized financial services.
Why the Wealth Management Industry Watches Zoe Closely
Zoe operates in a landscape where demand for digital-first platforms is increasing. Independent RIAs are seeking tools to serve clients more efficiently and to remain competitive.
The backing from both a private equity firm and key figures in the RIA space signals growing alignment around digital transformation in wealth services.
Zoe’s ability to integrate client acquisition, investment strategy, and operational tools within one platform reflects a shift in how advisors are adapting to evolving client expectations.
What This Means for Investors, Advisors, and the Industry
Zoe’s recent funding suggests broader acceptance of digital platforms in managing financial services. With its client-referral engine, white-label flexibility, and advisor support services, Zoe is impacting how advisors approach growth and service delivery.
The inclusion of high-profile RIA partners in the investment round also demonstrates industry alignment with Zoe’s approach. These firms see value in supporting a platform that bridges the gap between technology and personalized service.
Zoe’s Path Forward Becomes Clearer with Investor Confidence
Zoe is expanding its operational capacity and strengthening its wealth management offerings through strategic capital deployment. The Series B round not only validates its current progress but also positions the company to enhance its platform for both RIAs and their clients.
With investor confidence from both capital firms and wealth management leaders, Zoe moves into its next phase focused on product advancement and scalable advisor solutions.
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