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Lead generation service Zoe Financial won fund research firm Morningstar's annual fintech competition last week, beating out a field of 21 wealthtech firms in a sign that the startup is set to gain more traction with investors and financial advisors. http://glassdoor.com/slink.htm?key=vMs4z
2019 Funding Update: Zoe's recent strong execution and traction, after their $2M angel investment round last September, attracted new investors taking their total fundraising to $5M. Third Stream Partners (led by former Chairman of Financial Engines Blake Grossman), Stephanie Demarco (Founder of Advent Technology), and Brian Finn (former President of Credit Suisse First Boston), are the most recent Zoe investors. Existing investors also participated in the round, including Chris Jones (former co-CIO of Blackrock's Global Active Equities) and current JP Morgan Asset Management CEO George Gatch. (http://glassdoor.com/slink.htm?key=vMstP)