The all-in-one wealth platform empowering RIAs to deliver personalized investment management at scale.
The all-in-one wealth platform empowering RIzAs to deliver personalized investment management at scale.
Give Your
Clients More.
Give Your
Clients More.
Give Your
Clients More.
Give Your
Clients More.
The all-in-one wealth platform empowering RIAs to deliver personalized investment management at scale.
The all-in-one wealth platform empowering RIAs to deliver personalized investment management at scale.
The all-in-one wealth platform empowering RIAs to deliver personalized investment management at scale.
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.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
Give Your
Clients More.
Give Your
Clients More.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
Disclosure: *FinTech Breakthrough and Zoe Financial are not affiliated. The 2025 FinTech Breakthrough Awards recognize innovation in financial technology across multiple categories. Award recipients are selected based on industry impact and innovation. Zoe Financial did not pay for inclusion in the awards. For more details, visit FinTechBreakthrough.com. ThinkAdvisor and Zoe Financial are not affiliated. Zoe Financial did not pay for inclusion in the awards, however, Zoe Financial did pay for the promotion rights of the award badges. For more details, visit https://event.thinkadvisor.com/luminaries-awards/. Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Find more information and additional disclosures https://zoefin.com/award-disclosures/. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.
***The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
*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.
Better Investment Management
Better Investment Management
Better Investment Management
Better Investment Management
Leverage fractional trading to provide advanced, personalized investment strategies to every client.
Leverage fractional trading to provide advanced, personalized investment strategies to every client.
Leverage fractional trading to provide advanced, personalized investment strategies to every client.
Daily portfolio review with customizable drift-based rebalancing and trade execution.
Daily portfolio review with customizable drift-based rebalancing and trade execution.
Daily portfolio review with customizable drift-based rebalancing and trade execution.
Implement tax-efficient rebalancing, tax budgeting, tax loss harvesting, and direct indexing.
Implement tax-efficient rebalancing, tax budgeting, tax loss harvesting, and direct indexing.
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.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
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.
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 account, balance, or return.
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.
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 account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
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
All-in-One Digital Solution
All-in-One Digital Solution
All-in-One Digital Solution
All-in-One Digital Solution
All-in-One Digital Solution
Simplify workflows and boost client engagement with a seamless digital experience.
Simplify workflows and boost client engagement with a seamless digital experience.
Simplify workflows and boost client engagement with a seamless digital experience.
Simplify workflows and boost client engagement with a seamless digital experience.
Simplify workflows and boost client engagement with a seamless digital experience.
Account opening, money movement, billing, and reporting for your team.
Account opening, money movement, billing, and reporting for your team.
Account opening, money movement, billing, and reporting for your team.
Account opening, money movement, billing, and reporting for your team.
Account opening, money movement, billing, and reporting for your team.
Mobile app access, all-in-one onboarding, and white-labeled branding for your clients.
Mobile app access, all-in-one onboarding, and white-labeled branding for your clients.
Mobile app access, all-in-one onboarding, and white-labeled branding for your clients.
Mobile app access, all-in-one onboarding, and white-labeled branding for your clients.
Mobile app access, all-in-one onboarding, and white-labeled branding for your clients.
Outsourced Operations Team
Outsourced Operations Team
Outsourced Operations Team
Outsourced Operations Team
Outsourced Operations Team
Outsourced Operations Team
Serve more clients without adding headcount by relying on Zoe for operations.
Serve more clients without adding headcount by relying on Zoe for operations.
Serve more clients without adding headcount by relying on Zoe for operations.
Serve more clients without adding headcount
by relying on Zoe for operations.
Serve more clients without adding headcount by relying on Zoe for operations.
Daily reconciliation, rebalancing, and
trade submissions.
Daily reconciliation, rebalancing, and
trade submissions.
Daily reconciliation, rebalancing, and
trade submissions.
Daily reconciliation, rebalancing, and
trade submissions.
Daily reconciliation, rebalancing, and
trade submissions.
Proactive issue monitoring and real time support.
Proactive issue monitoring and real time support.
Proactive issue monitoring and real
time support.
Proactive issue monitoring and real time support.
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.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
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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Ready to Give Your Clients More?
Ready to Give Your Clients More?
Ready to Give Your Clients More?
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Transform the way you serve your clients by scaling smarter and delivering more.
Transform the way you serve your clients by scaling smarter and delivering more.
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
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.
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.
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.
(646) 680-9244
(646) 680-9244
support@zoefin.com
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
