Our Core Values

Our Core Values

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.                

Drive Impact

We accomplish meaningful work consistently and make our colleagues better.

Act Like an Owner

The first question we ask ourselves is “How does this help the client?”

Build Like an Teammate

We don’t leave for tomorrow what can be done today.                

Act Like an Owner

The first question we ask ourselves is “How does this help the client?”

Open Positions

Open Positions

Front-End Developer

Bogotá, Colombia

See Description

Back-End Developer

Bogotá, Colombia

See Description

QA Engineer

Bogotá, Colombia

See Description

Engineering Manager

Bogotá, Colombia

See Description

Visual Designer

New York, NY

See Description

Customer Success Manager 

New York, NY

See Description

Product Manager

New York, NY

See Description

Account Executive, Consumer Sales

New York, NY

See Description

Account Executive, Advisor Partnerships 

New York, NY

See Description

Head of Finance

New York, NY

See Description

Head of Compliance

New York, NY

See Description

Billing Analyst

Bogotá, Colombia

See Description

Executive Assistant & Office Manager

New York, NY

See Description

Front-End Developer

Bogotá, Colombia

See Description

Front-End Developer

Bogotá, Colombia

See Description

Front-End Developer

Bogotá, Colombia

See Description

Back-End Developer

Bogotá, Colombia

See Description

Back-End Developer

Bogotá, Colombia

See Description

QA Engineer

Bogotá, Colombia

See Description

QA Engineer

Bogotá, Colombia

See Description

Engineering Manager

Bogotá, Colombia

See Description

Engineering Manager

Bogotá, Colombia

See Description

Visual Designer

New York, NY

See Description

Visual Designer

New York, NY

See Description

Customer Success Manager 

New York, NY

See Description

Customer Success Manager 

New York, NY

See Description

Product Manager

New York, NY

See Description

Product Manager

New York, NY

See Description

Account Executive,

Consumer Sales

New York, NY

See Description

Account Executive,

Consumer Sales

New York, NY

See Description

Account Executive,

Advisor Partnerships 

New York, NY

See Description

Account Executive,

Advisor Partnerships 

New York, NY

See Description

Head of Finance 

New York, NY

See Description

Head of Finance 

New York, NY

See Description

Head of Compliance

New York, NY

See Description

Head of Compliance

New York, NY

See Description

Billing Analyst

Bogotá, Colombia

See Description

Billing Analyst

Bogotá, Colombia

See Description

Executive Assistant

& Office Manager

New York, NY

See Description

Executive Assistant

& Office Manager

New York, NY

See Description

Back-End Developer

Bogotá, Colombia

See Description

Back-End Developer

Bogotá, Colombia

See Description

QA Engineer

Bogotá, Colombia

See Description

QA Engineer

Bogotá, Colombia

See Description

Engineering Manager

Bogotá, Colombia

See Description

Engineering Manager

Bogotá, Colombia

See Description

Visual Designer

New York, NY

See Description

Visual Designer

New York, NY

See Description

Customer Success Manager 

New York, NY

See Description

Customer Success Manager 

New York, NY

See Description

Product Manager

New York, NY

See Description

Product Manager

New York, NY

See Description

Account Executive, Consumer Sales

New York, NY

See Description

Account Executive, Consumer Sales

New York, NY

See Description

Account Executive, Advisor Partnerships 

New York, NY

See Description

Account Executive, Advisor Partnerships 

New York, NY

See Description

Head of Finance

New York, NY

See Description

Head of Finance

New York, NY

See Description

Head of Compliance

New York, NY

See Description

Head of Compliance

New York, NY

See Description

Billing Analyst

Bogotá, Colombia

See Description

Billing Analyst

Bogotá, Colombia

See Description

Executive Assistant & Office Manager

New York, NY

See Description

Executive Assistant & Office Manager

New York, NY

See Description

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

support@zoefin.com

666 Third Ave, 6th Floor
New York, NY, 10017

Copyright © 2025 Zoe Financial, Inc. | All rights reserved

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.

Copyright © 2025 Zoe Financial, Inc. | All rights reserved

(646) 680-9244

support@zoefin.com

666 Third Ave, 6th Floor
New York, NY, 10017