Frequently Asked Questions

About Zoe

All information you provide is completely confidential. None of your information will be shared or sold.

Zoe Network financial advisors go through a rigorous screening process in order to join the network. All advisors are either CFPs, CFAs, or CPAs accredited independent advisors, have a minimum of 5 years of experience, and have no association with broker-dealers. Throughout the process, Zoe closely examines their investment and planning process, their operations, technology, and even the financial products they recommend. Our proprietary, quantitative assessment test and qualitative test which assesses their knowledge and process.

The financial advisors in our network are located in over 30 cities around the country including New York, San Francisco, Los Angeles, Seattle, San Diego, Chicago, Miami, Austin, Dallas, Houston, Scottsdale, Philadelphia, Kansas City, Atlanta and more! All Zoe Network advisors also work remotely, regardless of your location.

The difference between Zoe and other financial advisor platforms is that we focus on quality over quantity. Instead of simply focusing on location, Zoe´s vetting process begins with an extensive review and ends with you receiving a selection curated just for you. We take the guesswork out of it. We don’t send you a list of 20 advisors for you to trawl through and match yourself. By leveraging technology you are not left on your own to decide if an advisor is competent and the ideal match.

We’re so confident in the quality of our advisors and our stringent due diligence process, that if you’re not satisfied with the advisor you’ve hired on Zoe we will refund all advisor fees back to you. Terms and conditions apply.

Matching Process

By completing our “Find an Advisor” form, including your income, age, and other details, our algorithm will provide you with the most suitable financial advisors for you.

Our matching service is free of charge. You as a client do not pay for Zoe’s services at all.

Instantly. Our unique algorithm matches your financial situation, preferences, and requirements with the ideal advisor immediately. Once you have been matched with your advisor, you can schedule directly into their calendar or start chatting with them through our site.

Yes, there is a minimum of $75k in income OR a minimum of $100k in investable assets in order to receive a match.

Payments

Zoe Network advisors pay an ongoing referral fee to Zoe for finding them high-quality clients. Advisors only pay Zoe if the prospective client decides to hire them. This way, Zoe “walks the walk;” as we do not receive compensation from an advisor unless it is a successful match!

Advisors are happy to compensate Zoe, since we take on all the upfront effort and cost to find them a great client. Zoe Network Advisors do not pay per introduction, they only pay Zoe if the prospective client hires them.

You only pay the advisor once you have agreed to work with them. You will pay the advisor directly, based on your agreement. Up until that stage, the service is totally free.

Still have questions?

Contact us at [email protected] or (646) 847-2106