Press
Press
Press
What’s Everyone Saying About Zoe? Check It Out Here.
What’s Everyone Saying About Zoe?
Check It Out Here.
Zoe Wealth Platform Earns Industry Recognition as 2025 Wealthies TAMP Finalist
Zoe Wealth Platform Earns Industry Recognition as 2025 Wealthies TAMP Finalist
Zoe is proud to be a finalist in the TAMPs category for the 2025 WealthManagement.com Industry Awards (Wealthies).
Zoe is proud to be a finalist in the TAMPs category for the 2025 WealthManagement.com Industry Awards (Wealthies).
Zoe Financial Raises $30M in Series B Funding
Zoe Financial Raises $30M in Series B Funding
The funding round was led by Sageview Capital and included participation from several of Zoe’s largest RIA clients, including Creative Planning, Mariner Wealth Advisors and Captrust.
The funding round was led by Sageview Capital and included participation from several of Zoe’s largest RIA clients, including Creative Planning, Mariner Wealth Advisors and Captrust.
Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform
Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform
Zoe Financial is integrating Morningstar Indexes into its platform. RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.
Zoe Financial is integrating Morningstar Indexes into its platform. RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.
Zoe Financial Recognized With 2025 FinTech Breakthrough Award for Best Wealth Management Product
Zoe Financial Recognized With 2025 FinTech Breakthrough Award for Best Wealth Management Product
Zoe is proud to announce its recognition as Best Wealth Management Product in the 9th annual edition of FinTech Breakthrough Awards.
Zoe is proud to announce its recognition as Best Wealth Management Product in the 9th annual edition of FinTech Breakthrough Awards.
Zoe Financial & MSCI Come Together to Transform Direct Indexing for RIAs
Zoe Financial & MSCI Come Together to Transform Direct Indexing for RIAs
Zoe announced its strategic collaboration with MSCI, a leading provider of indexes and other critical decision support tools and services for the global investment community.
Zoe announced its strategic collaboration with MSCI, a leading provider of indexes and other critical decision support tools and services for the global investment community.
Tailored Investing Simplified: Zoe Financial Debuts Direct Indexing Capabilities
Tailored Investing Simplified: Zoe Financial Debuts Direct Indexing Capabilities
Zoe announced the launch of direct indexing capabilities. This offering is another step forward, empowering RIAs to deliver personalized, tax-efficient investment solutions without increasing workload or growing headcount.
Zoe announced the launch of direct indexing capabilities. This offering is another step forward, empowering RIAs to deliver personalized, tax-efficient investment solutions without increasing workload or growing headcount.
$3.4B AUM RIA SteelPeak Wealth Partners With Zoe Wealth Platform for Scalable Growth
$3.4B AUM RIA SteelPeak Wealth Partners With Zoe Wealth Platform for Scalable Growth
Zoe is excited to announce its strategic partnership with $3.4B AUM LA-based RIA firm SteelPeak Wealth.
Zoe is excited to announce its strategic partnership with $3.4B AUM LA-based RIA firm SteelPeak Wealth.
Zoe Financial Takes Home ThinkAdvisor's 2024 Industry Disruption Firm & TAMPs Executive of the Year Awards
Zoe Financial Takes Home ThinkAdvisor's 2024 Industry Disruption Firm & TAMPs Executive of the Year Awards
Zoe is proud to be a winner of ThinkAdvisor's Industry Disruption Firm in the 2024 edition of the Luminaries Awards.
Zoe is proud to be a winner of ThinkAdvisor's Industry Disruption Firm in the 2024 edition of the Luminaries Awards.
Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management
Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management
Zoe is proud to share an exciting new solution. With tax-aware investment solutions, Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount.
Zoe is proud to share an exciting new solution. With tax-aware investment solutions, Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount.
$1B+ AUM RIA Falcon Wealth Adopts the Zoe Wealth Platform as Outsourced Growth Engine
$1B+ AUM RIA Falcon Wealth Adopts the Zoe Wealth Platform as Outsourced Growth Engine
Zoe is excited to announce its partnership with Falcon Wealth, a $1B+ AUM firm based in California. Falcon adopted the Zoe Wealth Platform to efficiently onboard and manage a growing selection of mass-affluent client accounts with advanced tax-aware investment management.
Zoe is excited to announce its partnership with Falcon Wealth, a $1B+ AUM firm based in California. Falcon adopted the Zoe Wealth Platform to efficiently onboard and manage a growing selection of mass-affluent client accounts with advanced tax-aware investment management.
The Zoe Wealth Platform: Recognized for Driving Growth for Financial Advisory Firms
The Zoe Wealth Platform: Recognized for Driving Growth for Financial Advisory Firms
Zoe was recently announced as a finalist for the 2024 ThinkAdvisor Luminaries Awards. The platform was selected as a finalist under the categories of Financial Advisory Support and RIA Support Platform Providers.
Zoe was recently announced as a finalist for the 2024 ThinkAdvisor Luminaries Awards. The platform was selected as a finalist under the categories of Financial Advisory Support and RIA Support Platform Providers.
$7.8B Perigon Signs On to Use Zoe Financial's Digital Wealth Platform
$7.8B Perigon Signs On to Use Zoe Financial's Digital Wealth Platform
Zoe is pleased to announce its strategic partnership with Perigon Wealth Management, an advisor-led firm with $7.75 billion in AUM as of March 31, 20241. The alliance aims to enhance the digital wealth management experience by leveraging Zoe's platform and Perigon's client-first offerings to deliver an outstanding client experience.
Zoe is pleased to announce its strategic partnership with Perigon Wealth Management, an advisor-led firm with $7.75 billion in AUM as of March 31, 20241. The alliance aims to enhance the digital wealth management experience by leveraging Zoe's platform and Perigon's client-first offerings to deliver an outstanding client experience.
Tailored Investing Simplified: Zoe Financial Debuts Direct Indexing Capabilities
Tailored Investing Simplified: Zoe Financial Debuts Direct Indexing Capabilities
Zoe announced the launch of direct indexing capabilities. This offering is another step forward, empowering RIAs to deliver personalized, tax-efficient investment solutions without increasing workload or growing headcount.
Zoe announced the launch of direct indexing capabilities. This offering is another step forward, empowering RIAs to deliver personalized, tax-efficient investment solutions without increasing workload or growing headcount.
Zoe Wealth Platform Named Finalist in the 2024 Wealthies Awards for Innovation in Advisor Success
Zoe Wealth Platform Named Finalist in the 2024 Wealthies Awards for Innovation in Advisor Success
Zoe announced the Zoe Wealth Platform as a finalist in the TAMPs category for the WealthManagement.com Industry Awards.
Zoe announced the Zoe Wealth Platform as a finalist in the TAMPs category for the WealthManagement.com Industry Awards.
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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.
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
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