What is Zoe?

Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Backed by the Opportunity Fund, founded by the SoftBank Group, Zoe’s mission is to help grow and protect wealth.

Through Zoe’s platform, you can connect with trusted financial advisors across the United States based on your unique financial situation and objectives.

This video 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.

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.

We help grow and protect wealth through exceptional client experience and innovative technology.

Featured Shoutouts 

“Zoe can help you find a financial advisor specific to your needs — and your budget.”*

“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.”***

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.

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 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.

Want to join the Zoe team? See open roles

Ready to Grow Your Wealth?

Find your financial advisor matches.

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.

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