After a 20-fold leap in demand, Zoe Financial gets $10-million SoftBank-led round of hard VC dollars to stoke flames of digital romance between investing public and RIAs
The New York startup intended to raise $8 million, until SoftBank demanded a bigger slice of the pie and it saw more need to invest in a bigger future.
Author Oisin Breen
May 18, 2021 at 3:16 PM
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Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm
Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board
October 9, 2018 at 8:55 PM
Jeff Spears
May 19, 2021 — 12:11 PM
My friend a top high net work broker and a RIA client is an investor. He thinks other top advisors will love the leads! All advisors love good leads….
