Zoe Financial discloses stealth raise from big RIAs, even as it launches its own RIA and walks tightrope on potential conflicts
The New York City referral machine raised funds last May from Mariner Wealth, Creative Planning and Sequoia Financial and now says those firms won't get preferential dibs on referrals.
Author Brooke Southall
January 26, 2023 at 2:20 AM
Keith Girard contributed to the editing of this article.
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