Better Investment Management

Better Investment Management

Better Investment Management

Zoe empowers RIAs to deliever highly personalized, tax optimized investment strategies at scale.

Zoe empowers RIAs to deliever highly personalized, tax optimized investment strategies at scale.

Zoe empowers RIAs to deliever highly personalized, tax optimized investment strategies at scale.

Zoe empowers RIAs to deliever highly personalized, tax optimized investment strategies at scale.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.

Automatic Rebalancing with Fractional Trading

Automatic Rebalancing with Fractional Trading

Automatic Rebalancing with
Fractional Trading

Easily maintain client portfolios with automation and precision.

Easily maintain client portfolios with automation and precision.

Simplify the onboarding process by using a single, digital

form to open multiple accounts.

Customizable, drift-based rebalancing

Customizable, drift-based rebalancing

Customizable, drift-based rebalancing

Maximize dollars invested with fractional shares

Eliminate manual rebalancing

Maximize dollars invested with fractional shares

Maximize dollars invested with fractional shares

Maximize dollars invested with fractional shares

Eliminate manual rebalancing

Eliminate manual rebalancing

Eliminate manual rebalancing

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's account, balance, or return.

Automatic Rebalancing with Fractional Trading

Easily maintain client portfolios with

automation and precision.

Customizable, drift-based rebalancing

Maximize dollars invested with fractional shares

Eliminate manual rebalancing

Maximize dollars invested with fractional shares

Eliminate manual rebalancing

The information in the visuals above is for illustrative purposes

only and does not represent an actual user's account, balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

Tax-Efficient Solutions

Tax-Efficient Solutions

Tax-Efficient Solutions

Automatically optimize your client’s portfolio while minimizing their tax bill.

Automatically optimize your client’s portfolio while minimizing their tax bill.

Automatically optimize your client’s portfolio while minimizing their tax bill.

Enable automatic Tax Loss Harvesting

Enable automatic Tax Loss Harvesting

Enable automatic Tax Loss Harvesting

Set specific limits on gains and losses

Set specific limits on gains and losses

Set specific limits on gains and losses

Reduce taxable events without manual effort

Reduce taxable events without manual effort

Reduce taxable events without manual effort

Enable automatic Tax Loss Harvesting

Set specific limits on gains and losses

Reduce taxable events without manual effort

The information in the visuals above is for illustrative purposes only and does not represent an actual user's , balance, or return.

Tax-Efficient Solutions

Automatically optimize your client’s portfolio while minimizing their tax bill.

Enable automatic Tax Loss Harvesting

Set specific limits on gains and losses

Reduce taxable events without manual effort

Enable automatic Tax Loss Harvesting

Set specific limits on gains and losses

Reduce taxable events without manual effort

Direct Indexing

Direct Indexing

Deliver highly personalized portfolios with greater control and tax efficiency—without extra effort.

Deliver highly personalized portfolios with greater control and tax efficiency—without extra effort.

Customize portfolios to align with client goals

Customize portfolios to align with client goals

Customize portfolios to align with client goals

Maximize tax-loss harvesting opportunities

Maximize tax-loss harvesting opportunities

Maximize tax-loss harvesting opportunities

Get expert support for seamless transitions

Get expert support for seamless transitions

Get expert support for seamless transitions

Customize portfolios to align with client goals

Maximize tax-loss harvesting opportunities

Get expert support for seamless transitions

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

Direct Indexing

Deliver highly personalized portfolios with greater control and tax efficiency—without extra effort.

Customize portfolios to align with client goals

Maximize tax-loss harvesting opportunities

Get expert support for seamless transitions

Customize portfolios to align with client goals

Maximize tax-loss harvesting opportunities

Get expert support for seamless transitions

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

Model Marketplace

Model Marketplace

Choose from third party model providers or build fully customized portfolios.

Choose from third party model providers or build fully customized portfolios.

Access top third-party asset managers

Access top third-party asset managers

Access top third-party asset managers

Easily create custom portfolios

Easily create custom portfolios

Easily create custom portfolios

Streamline portfolio management

Streamline portfolio management

Streamline portfolio management

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

Model Marketplace

Choose from third party model providers or build fully customized portfolios.

Access top third-party asset managers

Easily create custom portfolios

Streamline portfolio management

The information in the visuals above is for illustrative purposes only

and does not represent an actual user's , balance, or return.

Experienced Trading Team

Experienced Trading Team

Leverage Zoe’s experienced trading team to ensure accurate, efficient rebalancing and portfolio management.

Leverage Zoe’s experienced trading team to ensure accurate, efficient rebalancing and portfolio management.

Data reconciliation and portfolio review

Data reconciliation and portfolio review

Data reconciliation and portfolio review

Seamless trade execution

Seamless trade execution

Seamless trade execution

Proactive trade error monitoring

Proactive trade error monitoring

Proactive trade error monitoring

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

Experienced Trading Team

Leverage Zoe’s experienced trading team to ensure accurate, efficient rebalancing and portfolio management.

Data reconciliation and portfolio review

Seamless trade execution

Proactive trade error monitoring

The information in the visuals above is for illustrative purposes only and

does not represent an actual user's , balance, or return.

Ready to Give Your Clients More?

Transform the way you serve your clients by scaling smarter and delivering more.

Ready to Give Your Clients More?

Transform the way you serve your clients by scaling smarter and delivering more.

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.

(646) 680-9244

support@zoefin.com

666 Third Ave, 6th Floor
New York, NY, 10017

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.

(646) 680-9244

support@zoefin.com

666 Third Ave, 6th Floor
New York, NY, 10017

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.

(646) 680-9244

support@zoefin.com

666 Third Ave, 6th Floor
New York, NY, 10017

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

(646) 680-9244

support@zoefin.com

666 Third Ave, 6th Floor
New York, NY, 10017

Ready to Give Your Clients More?

Transform the way you serve your clients by scaling smarter and delivering more.

Ready to Give Your Clients More?

Transform the way you serve your clients by scaling smarter and delivering more.

Ready to Give Your Clients More?

Transform the way you serve your clients by scaling smarter and delivering more.