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.
Simplify the onboarding process by using a single, digital
form to open multiple accounts.
Easily maintain client portfolios with automation and precision.
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.
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.
See specific disclosures on Model Marketplace, Rebalancing and Fractional Share trading. Direct indexing seeks to approximate a stated index but may deviate; customization can increase turnover, costs, and tracking error. Tax-loss harvesting and any after-tax benefits are not guaranteed and depend on client circumstances and market conditions; this is not tax advice—clients should consult a qualified tax professional.
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. 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 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 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.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
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. 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 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 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.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
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. 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 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 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.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
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. 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 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 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.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved