Zoe, a digital wealth platform that connects clients with fiduciary financial advisors, just announced a new partner joining their exclusive advisor Network. Zoe has a rigorous vetting process that ensures that clients are meticulously connected only with wealth managers among the top 5% of the country. RIAs that partner with Zoe are characterized by the high-quality, personalized, and unbiased advice they provide to their clients.
The round was spearheaded by Teachers’ Venture Growth (TVG), a division of the Ontario Teachers’ Pension Plan specializing in late-stage and growth investments. Alongside TVG,
This strategic investment was co-led by Savant Growth LLC and VantagePoint Capital Partners, with additional backing from Savant’s limited partners, including Coller Capital, Hollyport Capital,
Napier AI is set to enhance Finance in Motion’s operations by integrating its Client Screening solution and Client Risk Assessment module within the Napier AI
This recent financial infusion includes $4.75m in new capital primarily contributed by Sorenson Capital, a noteworthy participant in this funding round.
The company, which specialises in
