New York, 10017, NY,
United States
Zoe Financial Technographics
Zoe Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zoe Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Zoe Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Zoe Financial has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2025, Microsoft 365 for Collaboration in 2021, Zendesk Service for Customer Support in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Zoe Financial is running and its propensity to invest more and deepen its relationship with HubSpot , Microsoft , Zendesk or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Zoe Financial revenues, which have grown to $15.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Zoe Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Zoe Financial Tech Stack and Enterprise Applications
Zoe Financial AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2025 | 2025 |
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Chatbots and Conversational AI | AI-Powered Application |
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2025 | 2025 |
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Zoe Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
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Zoe Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2024 | 2024 |
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Digital Advertising Platform | CRM |
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2025 | 2025 |
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Digital Advertising Platform | CRM |
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2025 | 2025 |
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Marketing Analytics | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Zoe Financial Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Asset and Wealth Management | Investment Management |
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2024 | 2024 |
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Zoe Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2024 | 2024 |
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Zoe Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Domain Name System (DNS) | IaaS |
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2019 | 2019 |
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Zoe Financial CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Zoe Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Zoe Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||