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Articles tagged "Zoe Financial"


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Andres Garcia-Amaya: 'We were surprised how quickly RIAs were willing to adopt.'

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.

January 26, 2023 at 2:20 AM

Andres Garcia-Amaya: We have the largest venture capital firm in the world taking a huge bet on us early.

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.

May 18, 2021 at 3:16 PM

Andres Garcia-Amaya: Too many advisors don’t know what they’re doing ... they say the nice words and have the nice suit and the nice office, most people are sold, the bar is so low. Two weeks of the Series 65 and a gym teacher is a financial advisor.

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

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