Sageview Capital led a $30m Series B round in Zoe.

Sageview Capital, a private equity firm, led a $30m Series B round in Zoe, the digital end-to-end wealth platform transforming how registered investment advisors (RIAs) and investors connect, with participation from CAPTRUST, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, and Falcon Wealth Planning. "Zoe is building the connective tissue between independent advisors and clients.They are uniquely positioned to transform how consumers access truly personalized financial advice and investments while helping RIAs scale more efficiently. We're excited to support their next phase of growth," Sasank Chary, Sageview Capital Partner.