Modern Wealth,
Made Simple
Modern Wealth,
Made Simple
Modern Wealth,
Made Simple
We built the Zoe Wealth Platform so your advisor can deliver better outcomes for you, through a smarter and more personalized platform.
We built the Zoe Wealth Platform so your advisor can deliver better outcomes for you, through a smarter and more personalized platform.
We built the Zoe Wealth Platform so your advisor can deliver better outcomes for you, through a smarter and more personalized platform.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
Designed for Better Outcomes
Designed for Better Outcomes
Precision Investing with
Fractional Trading
Your advisor’s strategy is implemented down to the penny. Fractional trading ensures every dollar is invested exactly as intended, leaving no idle cash and no missed opportunities.
Complete Household-level Visibility
See your family’s full financial picture in one place, across accounts and goals. Zoe keeps you and your advisor aligned on what matters most.
Tax Efficiency, Built In
Zoe’s technology automatically identifies opportunities to offset gains through tax-loss harvesting and direct indexing, advanced strategies once reserved for institutional investors.
Institutional-Grade Portfolios
Access investment strategies designed by leading firms like BlackRock, Vanguard, and State Street, delivered through Zoe’s modern platform and customized by your advisor.
Precision Investing with Fractional Trading
Your advisor’s strategy is implemented down to the penny. Fractional trading ensures every dollar is invested exactly as intended, leaving no idle cash and no missed opportunities.
Complete Visibility, Household-Wide
See your family’s full financial picture in one place, across accounts, goals, and performance. Zoe keeps you and your advisor aligned on what
matters most.
Tax Efficiency, Built In
Zoe’s technology automatically identifies opportunities to offset gains through tax-loss harvesting and direct indexing, advanced strategies once reserved for institutional investors.
Institutional-Grade Portfolios
Access investment strategies designed by leading firms like BlackRock, Vanguard, and State Street, delivered through Zoe’s modern platform and customized by your advisor.
Exceptional Service,
Powered by Technology
Exceptional Service,
Powered by Technology
Exceptional Service,
Powered by Technology
At Zoe, technology personalizes the experience, but our people make it feel human.
At Zoe, technology personalizes the experience, but our people make it feel human.
We have a dedicated team that is here to service you.
We have a dedicated team that is here to service you.
We have a dedicated team that is here to service you.
We call it white-glove wealth management for the modern era, where no question is ever too small and no request is too big.
We call it white-glove wealth management for the modern era, where no question is ever too small and no request is too big.
Technology You Can Rely On
Technology You
Can Rely On
Technology You Can Rely On
Your Assets Are Secure
Your Assets Are Secure
Your Assets Are Secure
Investment accounts are protected by SIPC coverage up to applicable limits, and cash balances are FDIC-insured through our partner banks.
Investment accounts are protected by SIPC coverage up to applicable limits, and cash balances are FDIC-insured through our partner banks.
Investment accounts are protected by SIPC coverage up to applicable limits, and cash balances are FDIC-insured through our partner banks.
Your Data Stays Private
We use bank-level encryption, multi-factor authentication, and continuous security monitoring to protect your information. Sensitive data is never shared without your consent.
We use bank-level encryption, multi-factor authentication, and continuous security monitoring to protect your information. Sensitive data is never shared without your consent.
We use bank-level encryption, multi-factor authentication, and continuous security monitoring to protect your information. Sensitive data is never shared without your consent.
Reliable. Transparent. Tested.
Reliable. Transparent. Tested.
Reliable. Transparent. Tested.
Zoe’s infrastructure undergoes regular third-party audits and adheres to the highest industry standards for cybersecurity, data protection, and business continuity.
Zoe’s infrastructure undergoes regular third-party audits and adheres to the highest industry standards for cybersecurity, data protection, and business continuity.
Zoe’s infrastructure undergoes regular third-party audits and adheres to the highest industry standards for cybersecurity, data protection, and business continuity.
Recognized By The Industry Leaders
Recognized By The Industry Leaders
Recognized By The
Industry Leaders
We'd been recognized by leading industry institutions for redefining how
advisors and clients experience modern wealth management.
We'd been recognized by leading industry institutions for redefining how
advisors and clients experience modern wealth management.
Read Our Clients Reviews
Read Our Clients Reviews
Read Our Clients Reviews
Thousands of clients rely on Zoe for a seamless, transparent, and human wealth experience.
Thousands of clients rely on Zoe for a seamless, transparent, and human wealth experience.
Thousands of clients rely on Zoe for a seamless, transparent, and human wealth experience.
"Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!"
"Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!"
"Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!"
Katie Galbraith - Sep 24, 2025
Katie Galbraith - Sep 24, 2025
Katie Galbraith - Sep 24, 2025
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
High Yield Cash Accounts
Your cash shouldn’t sit idle. Zoe’s high-yield accounts earn 3.75% APY, several times the national average, so even the money waiting to be invested keeps working for you.
Tax Efficiency, Built In
Zoe’s technology automatically identifies opportunities to offset gains through tax-loss harvesting and direct indexing, advanced strategies once reserved for institutional investors.
Precision Investing with
Fractional Trading
Your advisor’s strategy is implemented down to the penny. Fractional trading ensures every dollar is invested exactly as intended, leaving no idle cash and no missed opportunities.
Institutional-Grade Portfolios
Access investment strategies designed by leading firms like BlackRock, Vanguard, and State Street, delivered through Zoe’s modern platform and customized by your advisor.
Complete Visibility,
Household-Wide
See your family’s full financial picture in one place, across accounts, goals, and performance. Zoe keeps you and your advisor aligned on what matters most.
Effortless Access,
Wherever You Are
From digital onboarding to mobile access, Zoe makes it easy to open accounts, fund them, and track progress securely, all in one intuitive experience.