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.
Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing
Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing
Zoe Financial (Zoe), whose client-first technology connects individual investors with a curated network of trusted financial advisors and helps advisors manage their clients' wealth through its wealth platform, has selected Smartleaf's software platform.
Zoe Financial (Zoe), whose client-first technology connects individual investors with a curated network of trusted financial advisors and helps advisors manage their clients' wealth through its wealth platform, has selected Smartleaf's software platform.
United Capital Selects Zoe Financial as its Digital Wealth Platform Solution
United Capital Selects Zoe Financial as its Digital Wealth Platform Solution
Zoe announced its strategic partnership with United Capital Financial Advisors. This collaboration unites Zoe's innovative technology with United Capital's commitment to client-first services and a culture of innovation.
Zoe announced its strategic partnership with United Capital Financial Advisors. This collaboration unites Zoe's innovative technology with United Capital's commitment to client-first services and a culture of innovation.
Third Year in a Row – Zoe Financial Wins NerdWallet’s 2024 Best-of Awards for Best Online Financial Advisor
Third Year in a Row – Zoe Financial Wins NerdWallet’s 2024 Best-of Awards for Best Online Financial Advisor
Zoe Financial continues to shine as a leading player in the financial industry, securing its position as a three-time winner of NerdWalletʼs prestigious Best-Of Awards for the year 2024 in the category of Best Online Financial Advisor.
Zoe Financial continues to shine as a leading player in the financial industry, securing its position as a three-time winner of NerdWalletʼs prestigious Best-Of Awards for the year 2024 in the category of Best Online Financial Advisor.
Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
Zoe Financial Announces Its New Innovative Wealth Platform
Zoe Financial Announces Its New Innovative Wealth Platform
Zoe announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform features account funding, automated rebalancing, and commission-free fractional trading.
Zoe announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform features account funding, automated rebalancing, and commission-free fractional trading.
Zoe Announces Partnership With Virginia-Based Wealth Planning RIA, Craftwork Capital LLC
Zoe Announces Partnership With Virginia-Based Wealth Planning RIA, Craftwork Capital LLC
Zoe announced its partnership with Craftwork Capital LLC.
Zoe announced its partnership with Craftwork Capital LLC.
Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso Planning Partners' Growth
Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso Planning Partners' Growth
Zoe, a leader in connecting highly-vetted financial advisors with pre-qualified prospective clients, released today new data on their partnership with Capasso Planning Partners, a registered independent advisory firm (RIA) of experienced wealth managers.
Zoe, a leader in connecting highly-vetted financial advisors with pre-qualified prospective clients, released today new data on their partnership with Capasso Planning Partners, a registered independent advisory firm (RIA) of experienced wealth managers.
Zoe Wins Nerdwallet's 2022 Best Online Financial Advisor Award
Zoe Wins Nerdwallet's 2022 Best Online Financial Advisor Award
Zoe Financial was awarded Nerdwallet's 2022 Best Online Financial Advisor.
Zoe Financial was awarded Nerdwallet's 2022 Best Online Financial Advisor.
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
Zoe, a wealth platform that accelerates wealth creation through exceptional client experience and innovative technology, revealed the meticulous vetting process that qualifies advisors accepted onto their platform.
Zoe, a wealth platform that accelerates wealth creation through exceptional client experience and innovative technology, revealed the meticulous vetting process that qualifies advisors accepted onto their platform.
Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors
Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors
Zoe announced a partnership with the renowned national registered investment adviser, Mercer Advisors.
Zoe announced a partnership with the renowned national registered investment adviser, Mercer Advisors.
Creating An Adviser Marketplace: SoftBank Leads $10M Series A Into Zoe Financial
Creating An Adviser Marketplace: SoftBank Leads $10M Series A Into Zoe Financial
SoftBank's Opportunity Fund leads a $10M Series A round of funding into Zoe Financial.
SoftBank's Opportunity Fund leads a $10M Series A round of funding into Zoe Financial.
Fintech Company Zoe Financial Celebrates 3 Years as a Leader in the Wealth Management Industry
Fintech Company Zoe Financial Celebrates 3 Years as a Leader in the Wealth Management Industry
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic
Zoe Financial Wins Morningstar's Annual Fintech Competition
Zoe Financial Wins Morningstar's Annual Fintech Competition
Lead generation service Zoe Financial won fund research firm Morningstar's annual fintech competition last week, beating out a field of 21 wealthtech firms in a sign that the startup is set to gain more traction with investors and financial advisors.
Lead generation service Zoe Financial won fund research firm Morningstar's annual fintech competition last week, beating out a field of 21 wealthtech firms in a sign that the startup is set to gain more traction with investors and financial advisors.
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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