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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 documents on this page have been provided for your review when engaging with us. They describe key features of our platform and the risks of investing. It is critical that you review and understand them, to the extent they apply to the services you receive from us.

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.

ThinkAdvisor and Zoe Financial are not affiliated. The ThinkAdvisor Luminaries Awards 2024 recognize firms and individuals leading the way in the financial services industry. The judging panel, composed of industry professionals and ThinkAdvisor editors, evaluates nominees based on their leadership, innovation, and positive industry impact. Best Online Financial Advisor is a rating given by NerdWallet as a Best-Of Awards Winner for the calendar years '22, '23, & '24. Zoe Financial did not compensate NerdWallet for the rating. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22. Find more information on NerdWallet Awards,  Fast Company, & additional disclosures at https://zoefin.com/award-disclosures/.

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.

ThinkAdvisor and Zoe Financial are not affiliated. The ThinkAdvisor Luminaries Awards 2024 recognize firms and individuals leading the way in the financial services industry. The judging panel, composed of industry professionals and ThinkAdvisor editors, evaluates nominees based on their leadership, innovation, and positive industry impact. Best Online Financial Advisor is a rating given by NerdWallet as a Best-Of Awards Winner for the calendar years '22, '23, & '24. Zoe Financial did not compensate NerdWallet for the rating. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22. Find more information on NerdWallet Awards,  Fast Company, & additional disclosures at https://zoefin.com/award-disclosures/.

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