Join Our Team
Zoe is a wealth platform that connects thoughtful investors seeking service, stewardship, and solutions to vetted interest-aligned wealth advisors. Zoe’s innovative platform enables people to find, hire, and grow their wealth with a financial advisor.
Benefits & Perks
Time Off
The first question we ask ourselves is “How does this help the client?”
Ownership & Growth
We don’t leave for tomorrow what can be done today.
Culture & Team
We accomplish meaningful work consistently and make our colleagues better.
Pay & Equity
We worry less about looking smart and put more energy into learning through hard work and feedback.
Health & Wellness
To achieve the unachievable, we’re confident about the future.
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.
Build Like a Teammate
We value collaborative efforts and give credit to others.
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.