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 ...

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 ...

"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 ...

“Sageview Capital partners with industry-disrupting companies that are redefining legacy initiatives,” said Jeff Klemens, partner at Sageview Capital. “Our ongoing confidence in the team at ...

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 ...

Membership (fee-based) Jeff Klemens is a partner at Sageview Capital, helping founders build technologies that redefine industries. Read Jeff Klemens' full executive profile here.