Scale your business without compromising your brand.
Scale your business without compromising your brand.
Scale your business without compromising your brand.
Your clients trust your brand, not a third-party provider. With Zoe's Private Labeling, every interaction reinforces your firm's identity while we handle the heavy and complex work behind the scenes.
Your clients trust your brand, not a third-party provider. With Zoe's Private Labeling, every interaction reinforces your firm's identity while we handle the heavy and complex work behind the scenes.
Your clients trust your brand, not a third-party provider. With Zoe's Private Labeling, every interaction reinforces your firm's identity while we handle the heavy and complex work behind the scenes.
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
Zoe does the
heavy lifting
Zoe does the heavy lifting
Zoe does the heavy lifting
All we need is your logo and brand guidelines. We manage implementation, customization, and support, saving you time, IT costs, and operational effort.
Investment accounts are protected by SIPC coverage up to applicable limits, and cash balances are FDIC-insured through our partner banks.
All we need is your logo and brand guidelines. We manage implementation, customization, and support, saving you time, IT costs, and operational effort.
Your brand,
not ours
Your brand, not ours
Your brand, not ours
Unlike competitors, Zoe operates discreetly. Every client interaction, emails, portal, and onboarding show your firm's branding.
Unlike competitors, Zoe operates discreetly. Every client interaction, emails, portal, and onboarding show your firm's branding.
Unlike competitors, Zoe operates discreetly. Every client interaction, emails, portal, and onboarding show your firm's branding.
Complete customization
Complete customization
Complete customization
Custom domain (portal.yourfirm.com), branded email communications, interface aligned with your visual identity, and client service delivered under your firm's name.
Custom domain (portal.yourfirm.com), branded email communications, interface aligned with your visual identity, and client service delivered under your firm's name.
Custom domain (portal.yourfirm.com), branded email communications, interface aligned with your visual identity, and client service delivered under your firm's name.
Custom domain (portal.yourfirm.com), branded email communications, interface aligned with your visual identity, and client service delivered under your firm's name.
Personalization at Scale, Powered by You
Personalization at Scale, Powered
by You
Personalization at Scale, Powered by You
Zoe equips you with the technology to scale client experiences while ensuring your brand and advisor-client relationships remain front and center.
Zoe equips you with the technology to scale client experiences while ensuring your brand and advisor-client relationships remain front and center.
Zoe equips you with the technology to scale client experiences while ensuring your brand and advisor-client relationships remain front and center.
Private Label vs. White Label
Private Label
vs. White Label
Features That Power
the Zoe Platform
Questions about Private Labeling
Questions about
Private Labeling
What does Private Labeling mean in Wealth Management?
What does Private Labeling mean in Wealth Management?
It’s a fully branded solution where your firm owns the client experience and interface design, while Zoe powers the technology and support in the background.
What does Private Labeling mean in Wealth Management?
What does Private Labeling mean in Wealth Management?
How much work is required from my team?
How much work is required from my team?
Minimal. You share your branding, and Zoe manages the setup and rollout.
How much work is required from my team?
How much work is required from my team?
Where are Zoe Financial advisors located?
Where are Zoe Financial advisors located?
Where are Zoe Financial advisors located?
How long does implementation take?
How long does implementation take?
How long does implementation 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. 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.
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 © 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.
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 © 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.
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 © 2025 Zoe Financial, Inc. | All rights reserved