Put Your Firm Front and Center
Put Your Firm Front and Center
Put Your Firm Front and Center
Your clients trust your brand, not a third-party provider.
With Zoe’s Private Labeling, we power the experience, but
your firm gets the recognition.
Your clients trust your brand, not a third-party provider. With Zoe’s Private Labeling, we power the experience, but your firm gets the recognition.
Your clients trust your brand, not a third-party provider.
With Zoe’s Private Labeling, we power the experience, but
your firm gets the recognition.
Your clients trust your brand, not a third-party provider.
With Zoe’s Private Labeling, we power the experience, but your firm gets the recognition.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
Why RIAs Choose Zoe Private Labeling
Why RIAs Choose Zoe
Private Labeling
Why RIAs Choose Zoe
Private Labeling
Your brand,
not ours
Your brand, not ours
Your brand,
not ours
Zoe’s Private Labeling customizes the platform experience with your firm’s materials. When clients log in, set up a new account, receive emails, or access investment features, they see your firm’s logo and likeness, not Zoe’s.
Zoe’s Private Labeling customizes the platform experience with your firm’s materials. When clients log in, set up a new account, receive emails, or access investment features, they see your firm’s logo and likeness, not Zoe’s.
Client service under your name
Client service under your name
Zoe’s client service team takes calls, processes rollovers, applies models, answers inquiries, and more under your firm’s name. Your clients get the support they need, and your team gets a boost without adding headcount.
Zoe’s client service team takes calls, processes rollovers, applies models, answers inquiries, and more under your firm’s name. Your clients get the support they need, and your team gets a boost without adding headcount.
Zoe does
the heavy lifting
Zoe does the heavy lifting
All we need is your logo to get started. Zoe manages the technical implementation, customization, and support. You save time, IT costs, and operational effort.
All we need is your logo to get started. Zoe manages the technical implementation, customization, and support. You save time, IT costs, and operational effort.
Your brand, not ours
Zoe’s Private Labeling customizes the platform experience with your firm’s materials. When clients log in, set up a new account, receive emails, or access investment features, they see your firm’s logo and likeness, not Zoe’s.
Client service under
your name
Zoe’s client service team takes calls, processes rollovers, applies models, answers inquiries, and more under your firm’s name. Your clients get the support they need, and your team gets a boost without adding headcount.
Zoe does
the heavy lifting
All we need is your logo to get started. Zoe manages the technical implementation, customization, and support. You save time, IT costs, and operational effort.
Complete
Customization
Complete
Customization
Complete
Customization
Custom domains (e.g., portal.yourfirm.com)
Custom domains (e.g., portal.yourfirm.com)
Branded emails from your firm’s address
Branded emails from your firm’s address
Platform visuals and interfaces with your logo
Platform visuals and interfaces with your logo
Client service delivered under your name
Client service delivered under your name
Private Label vs. White Label
Private Label
vs. White Label
Features That Power
the Zoe Platform
Your clients, your brand
Your clients,
your brand
Your clients, your brand
Check out our press release to learn more about how Zoe’s Private Labeling can support your firm’s growth and branding goals.
Check out our press release to learn more about how Zoe’s Private Labeling can support your firm’s growth and branding goals.
Check out our press release to learn more about how Zoe’s Private Labeling can support your firm’s growth and branding goals.
Frequently Asked Questions
Frequently Asked Questions
What does Private Labeling mean in Wealth Management?
What does Private Labeling mean in Wealth Management?
What does Private Labeling mean in Wealth Management?
How much work is required from my team to use Private Labeling?
How much work is required from my team to use Private Labeling?
How much work is required from my team to use Private Labeling?
How long does the implementation of Private Labeling take?
How long does the implementation of Private Labeling take?
How long does the implementation of Private Labeling take?
What kind of support do my clients receive?
What kind of support do my clients receive?
What kind of support do my clients receive?
Can I update my branding later on?
Can I update my branding later on?
Can I update my branding later on?
How does Zoe handle compliance and security?
How does Zoe handle compliance and security?
How does Zoe handle compliance and security?
What are the benefits for my business?
What are the benefits for my business?
What are the benefits for my business?
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. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure 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.
Brokerage services are provided by Zoe Securities LLC member of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities on FINRA’s BrokerCheck website.
Zoe Financial provides technology and operational support to registered investment advisers and does not provide investment advice. Under Zoe’s Private Labeling program, advisory firms remain solely responsible for all advisory services, client relationships, and regulatory obligations. Client service interactions may be handled by Zoe’s team under the firm’s brand for administrative purposes only. “[RIA Name], powered by Zoe” is applied to RIA documents for the RIA’s clients. Zoe Financial’s Implementation role is fully disclosed in client agreements.Zoe does not guarantee any business outcomes or results.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
Copyright © 2026 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. 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.
Brokerage services are provided by Zoe Securities LLC member of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities on FINRA’s BrokerCheck website.
Zoe Financial provides technology and operational support to registered investment advisers and does not provide investment advice. Under Zoe’s Private Labeling program, advisory firms remain solely responsible for all advisory services, client relationships, and regulatory obligations. Client service interactions may be handled by Zoe’s team under the firm’s brand for administrative purposes only. “[RIA Name], powered by Zoe” is applied to RIA documents for the RIA’s clients. Zoe Financial’s Implementation role is fully disclosed in client agreements.Zoe does not guarantee any business outcomes or results.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
Copyright © 2026 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. 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.
Brokerage services are provided by Zoe Securities LLC member of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities on FINRA’s BrokerCheck website.
Zoe Financial provides technology and operational support to registered investment advisers and does not provide investment advice. Under Zoe’s Private Labeling program, advisory firms remain solely responsible for all advisory services, client relationships, and regulatory obligations. Client service interactions may be handled by Zoe’s team under the firm’s brand for administrative purposes only. “[RIA Name], powered by Zoe” is applied to RIA documents for the RIA’s clients. Zoe Financial’s Implementation role is fully disclosed in client agreements.Zoe does not guarantee any business outcomes or results.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
Copyright © 2026 Zoe Financial, Inc. | All rights reserved