Frequently Asked Questions
About 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 exceptional client experience and innovative technology.
Through Zoe’s platform, you can connect with financial advisors across the United States based on your unique financial situation.
Advisors undergo rigorous due diligence to join the Zoe network.
All advisors have a CFP®, CFA, or CPA certification, are accredited independent advisors, have a minimum of 5 years of experience, and are subject-matter professionals to assess your finances.
Most advisors prioritize recommending what’s “suitable” for you and your family, not what’s “best.” This can seem minor, but over the long run can have a massive impact on your ability to create long-term wealth.
Imagine a scenario where an advisor is choosing between 2 mutual fund options.
Option 1 has higher client fees and cuts the advisor a $20,000 check once you invest.
Option 2 is a low-cost, tax-efficient fund with low client fees but doesn’t pay the advisor any commissions.
Our vetting process ensures that they are legally unable to recommend Option 1 to you. At Zoe, we think that’s just common sense.
You deserve better. Zoe does that. Why not interview a select group of advisors who lead with financial planning, specialize in working with families, and provide transparent fees?
Long story short: we take our vetting process seriously!
The financial advisors in our network are located across the US. Most Zoe Advisors also work remotely and digitally, regardless of your location.
The difference between Zoe and other wealth management platforms is that we focus on quality over quantity.
Zoe’s matching process begins with a review of your financial goals and ends with you receiving a curated selection of advisors tailored to your unique situation.
Through innovative technology, we take the guesswork out of finding you a great match. We also have a dedicated Concierge team here at Zoe standing by to guide you every step of the way.
We will refund all advisor fees if you’re unsatisfied with the advisor you’ve found and hired through Zoe.
We work hard to curate the wealth planners we allow to join our network. This is why we are confident in the quality of the service you will receive. Terms and conditions apply.
- Complete our quick Find an Advisor form
- Our algorithm provides you with a selection of three fiduciary financial advisors for you to choose from.
- Schedule time to interview your matches.
Our Concierge team is here to support you throughout your interview process, answering questions, and helping you connect with the best fit for your needs. You can schedule time with an advisor at any point in the process!
Zoe is a free service for you to locate advisors and match with them to grow and protect your wealth.
Instantly. Our algorithm immediately matches your financial situation, preferences, and goals with your ideal advisor from our network.
If you’re unhappy with your initial recommendations, our Concierge team will help you find a better fit for your needs. You can schedule time with our team at any point in the process!
We have advisors in our network who can service all individuals above $100,000 in income and $150,000 investable assets. Our average client has over $750,000 in investable assets.
Fees
Zoe is a free service that helps you find and interview financial advisors. The advisor compensates Zoe. We either maintain recurring revenue from the advisor as long as you are a client or receive a fixed referral fee.
At Zoe we invest time interviewing advisors for your peace of mind. All of Zoe’s advisors have been heavily vetted about their costs, fee structures, and their legal obligations to work as fiduciaries for their clients.
You only pay the advisor once you have agreed to work with them. Your fee may vary, and you will pay the advisor directly based on your agreement with them.
We are proud of our high client satisfaction. We restrict the size of our network and continuously vet our advisors to maintain an intense focus on quality. Our advisors are highly qualified and credentialed and provide high-level personalized client service. They work for you, not the other way around. If you hire an advisor through Zoe and are unsatisfied, we refund your fees.
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.