Zoe Financial
HQ Address
666 Third Ave, 6th Floor, New York, NY, 10017, United States
Website Address
Business introduction
Find a Financial Advisor
You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary financial advisors to help you grow your wealth
Why we built it: here's the backstory
Our founder witnessed the “salesperson as advisor” experience, where client outcomes took a back seat.
That prompted a rethink: what if clients could easily find fiduciary advisors and have a best-in-class platform to work with them?
That led to building the advisor-matching service first, then layering the full digital platform to support the ongoing relationship and scale.
Today the combined solution solves both sides, giving clients access and giving advisors a modern way to deliver personalized wealth management at scale.
Zoe Financial Solutions
Zoe Advisor Match
Every advisor is vetted and aligned to each client’s personalized needs. ...
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. ...
