You deserve an advisor you can trust. Grow your wealth with meticulously curated fiduciaries, financial advisors, and financial planners.
Zoe is the modern wealth platform that allows you to work with the top 5% of advisors in the country
What is Zoe?
Zoe is the modern wealth platform that allows you to work with meticulously curated fiduciaries, financial advisors, and financial planners.
We make wealth creation tailored and convenient through innovative technology and exceptional client service.
Zoe is backed by SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash.
Featured Shoutouts
“Zoe can help you find a financial advisor specific to your needs — and your budget.” Nerdwallet's 2022 Best Online Financial Advisor
“Zoe is a good jumping off point for people who have no idea how to start the search for a financial advisor.“
"Using Zoe Financial’s website to find a financial advisor is very straightforward and takes seconds."
“Zoe can help you find a financial advisor specific to your needs — and your budget.” Nerdwallet's 2022 Best Online Financial Advisor
“Zoe is a good jumping off point for people who have no idea how to start the search for a financial advisor.“
"Using Zoe Financial’s website to find a financial advisor is very straightforward and takes seconds."
Our Manifesto
Every person is unique. Everyone wants the best.
Wealth management was once only accessible to the ultrawealthy. It is still antiquated, cookie cutter, and ridden with hidden fees.
Building wealth shouldn’t be inaccessible, ineffective, or costly. You deserve better.
We’re Zoe. We are in the wealth business. Wealth of money. Wealth of access. Wealth of mind.
We move mountains to help you grow with clarity and ease. Defending your goals. Defending your time. Defending your dreams.
We are your steward, committed to fighting for you.
We’re Zoe. Your way to wealth.
Our Core Values
Put the
Client First
Act
with Urgency
Drive
Impact
Act Like
an Owner
Be
Optimistic
Build Like
a Teammate
Our Core Values
Put the
Client First
Act
with Urgency
Show
Grit
Have a Growth
Mindset
Drive
Impact
Act Like
an Owner
Be
Optimistic
Build Like
a Teammate
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.