Give Your
Clients More.
The all-in-one wealth platform empowering RIAs to deliver personalized investment management at scale.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
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*ThinkAdvisor and Zoe Financial are not affiliated. The ThinkAdvisor Luminaries Awards 2024 recognize firms and individuals leading the way in the financial services industry. The judging panel, composed of industry professionals and ThinkAdvisor editors, evaluates nominees based on their leadership, innovation, and positive industry impact. Best Online Financial Advisor is a rating given by NerdWallet as a Best-Of Awards Winner for the calendar years '22, '23, & '24. Zoe Financial did not compensate NerdWallet for the rating. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22. Find more information on NerdWallet Awards, Fast Company, & additional disclosures at https://zoefin.com/award-disclosures/.
Better Investment Management
Leverage fractional trading to provide advanced, personalized investment strategies to every client.
Daily portfolio review with customizable drift-based rebalancing and trade execution.
Implement tax-efficient rebalancing, tax budgeting, tax loss harvesting, and direct indexing.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's z, balance, or returzn.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
All-in-One Digital Solution
Simplify workflows and boost client engagement with a seamless digital experience.
Account opening, money movement, billing, and reporting for your team.
Mobile app access, all-in-one onboarding, and white-labeled branding for your clients.
Outsourced Operations Team
Serve more clients without adding headcount by relying on Zoe for operations.
Daily reconciliation, rebalancing, and
trade submissions.
Proactive issue monitoring and real time support.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
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Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
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