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Sageview Capital led a $30m Series B round in Zoe.
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Service Providers
legal advisors
Cooley
or
Principals
target
ZOE FINANCIAL
bidder
SAGEVIEW CAPITAL
bidder
CAPTRUST FINANCIAL ADVISORS
bidder
CREATIVE PLANNING INC
bidder
MARINER WEALTH ADVISORS
bidder
PERIGON WEALTH MANAGEMENT
bidder
FALCON WEALTH PLANNING
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