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 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.
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.
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, no idle cash, 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, smart technology makes things seamless, but it’s our people who make it personal.
At Zoe, smart technology makes things seamless, but it’s our people who make it personal.
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 es evertoo big.
We call it white-glove wealth management for the modern era, where no question is ever too small and no request is ever too big.
We call it white-glove wealth management for the modern era, where no question is ever too small and no request is ever 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. Your Way to Wealth
Zoe. Your Way to Wealth
Zoe. Your Way to Wealth
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. 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 preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by
United Capital nor McKenzie Lannon, CFP®.
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. 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 preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by
United Capital nor McKenzie Lannon, CFP®.
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. 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 preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by
United Capital nor McKenzie Lannon, CFP®.
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, no idle cash, 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.