"Impact Analytics is leading the industry's shift from insights to automation,” said Mir Arif, Managing Partner at Blue Cloud Ventures. "Their platform doesn't just predict-it acts. That's what ...

May 6, 2025 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that Lisa Drake, Managing Director, Retirement Plan ...

NEWPORT BEACH, Calif., May 6, 2025 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that Lisa Drake, Managing Director ...

Digital wealth platform Zoe has secured $29.6m in a Series B funding round, led by Sageview Capital. The investment takes the wealthtech firm's total funding to $45m. Several RIA partners of Zoe and ...

The capital infusion will help Zoe address critical challenges within the wealth management industry. Credit: KingN/Shutterstock. Digital wealth platform Zoe has secured $29.6m in a Series B funding ...

"Zoe is building the connective tissue between independent advisors and clients," said Sasank Chary, partner at Sageview Capital. "They are uniquely positioned to transform how consumers access ...

NEW YORK CITY, NY / ACCESS Newswire / April 29, 2025 / Zoe, the digital end-to-end wealth platform transforming how registered investment advisors (RIAs) and investors connect, has closed a $29.6 ...