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ZOE FINANCIAL

HQ - New York

Summary

Zoe Financial is a modern wealth platform that connects individuals with meticulously curated fiduciaries, financial advisors, and financial planners.

Deals Overview

Total Deals1

Valued Deals1

Total Value£ 22 M

Avg. Deal Size£ 22 M

Market Context

Senior Management

Andres Garcia-Amaya
CFA, CEO and founder

Sort

29 Apr 2025|United States|Online and Social Platforms

Target: ZOE FINANCIAL

Bidder: SAGEVIEW CAPITAL

8 Service Providers

2 Target | 6 Bidder

7 Dealmakers

1 Target | 6 Bidder

£ 22 M

Value

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