Zoe Financial
HQ Address
31 W 34th St, 7th Floor, New York, NY 10001, United States
Website Address
Business introduction
Grow Your Wealth with a Financial Advisor
You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary, financial advisors
Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Backed by the SoftBank Opportunity Fund, Zoe’s mission is to help grow and protect wealth.
Through Zoe’s platform, you can connect with trusted financial advisors across the United States based on your unique financial situation and objectives.
Zoe Financial Solutions
Zoe Financial for Advisors
Grow your practice: Advisors see an average of a 3x increase in client acquisition. Why join Zoe? Save time Dedicate your time and resources to your clients. We take care of the rest. Powerful tools With Zoe, every step of your prospect to client experience is smoother and more effective. Track your progress and hone......
business needs
view solutionZoe Wealth Platform
Digital account opening and funding Open accounts in just a few minutes. Seamless onboarding client experience. Transfer cash or investments digitally – no more paper forms! Automated rebalancing Automated, tax-efficient rebalancing. Keep portfolios aligned with your client’s goals and risk tolerance. Bring your client’s assets back to their intended allocation. ...
