About Zoe
About Zoe
Zoe brings advisors and their clients together in one seamless experience that delivers smarter decisions and more personalized outcomes.
Zoe brings advisors and their clients together in one seamless experience that delivers smarter decisions and more personalized outcomes.
What We Offer
What We Offer
We deliver two integrated offerings:
We deliver two integrated offerings:
Wealth Platform
Wealth Platform
A modern, end-to-end platform that enables financial advisors to manage their clients’ investment accounts with ease. From digital onboarding and seamless funding to automation and real-time collaboration tools, Zoe streamlines operations so advisors can focus on delivering great advice.
A modern, end-to-end platform that enables financial advisors to manage their clients’ investment accounts with ease. From digital onboarding and seamless funding to automation and real-time collaboration tools, Zoe streamlines operations so advisors can focus on delivering great advice.
Advisor Match
Advisor Match
For individuals and families seeking financial guidance, Zoe matches each client with an independent advisor from our carefully curated network. Every advisor is vetted and aligned to each client’s personalized needs.
For individuals and families seeking financial guidance, Zoe matches each client with an independent advisor from our carefully curated network. Every advisor is vetted and aligned to each client’s personalized needs.
Why We Built It
Why We Built It
Here's the Backstory
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.
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.
Our Mission & Values
Grow and protect people’s wealth
Grow and protect
people’s wealth
Grow and protect people’s wealth
Put the Client First
The first question we ask ourselves is “How does this help the client?”
Act with Urgency
We don’t leave for tomorrow what can be done today.
Act Like an Owner
You are fully accountable for your actions. You’re the first to own up to your mistakes.
Why It Matters
For clients: fewer friction points, better advisor fit, digital tools for collaboration.
For clients: fewer friction points, better advisor fit, digital tools for collaboration.
For advisors: access to high-intent clients matched for fit, and a platform built to help them scale.
For advisors: access to high-intent clients matched for fit, and a platform built to help them scale.
For the wealth industry: a better bridge between advice and technology.
For the wealth industry: a better bridge between advice and technology.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. 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 provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved