Zoe is the modern wealth platform that allows you to work with the top 5% of advisors in the country

Zoe is the modern wealth platform that allows you to work with the top 5% of advisors in the country

We make wealth creation tailored and convenient through innovative technology and exceptional client service.

What is Zoe?

Zoe is the modern wealth platform that allows you to work with the top 5% of advisors in the country.

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.

$ 0 B+
Assets Under Administration (AUA)
0 k+
Associated Advisors
$ 0 B
Aggregate AUM (Zoe Network Managed)
0 s
Families Served

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

The first question we ask ourselves is “How does this help the client?”

Act
with Urgency

We don’t leave for tomorrow what can be done today.

Drive
Impact

We accomplish amazing amounts of meaningful work consistently and make our colleagues better.

Act Like
an Owner

We worry less about looking smart and put more energy into learning through hard work and feedback.

Be
Optimistic

To achieve the unachievable, we’re confident about the future.

Build Like
a Teammate

We value collaborative efforts and give credit to others.

Our Core Values

Put the
Client First

The first question we ask ourselves is “How does this help the client?”

Act
with Urgency

We don’t leave for tomorrow what can be done today.

Show
Grit

We are resilient and adaptable. We’re passionate about achieving your goals.

Have a Growth
Mindset

We worry less about looking smart and put more energy into learning through hard work and feedback.

Drive
Impact

We accomplish amazing amounts of meaningful work consistently and make our colleagues better.

Act Like
an Owner

We worry less about looking smart and put more energy into learning through hard work and feedback.

Be
Optimistic

To achieve the unachievable, we’re confident about the future.

Build Like
a Teammate

We value collaborative efforts and give credit to others.

Ready To Grow Your Wealth?

Ready to Grow Your Wealth?

Let us connect you with the most qualified wealth planners

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