Grow & Protect Your Wealth

Let us find the top fiduciary financial advisor for you.

What’s your age?

Grow & Protect Your Wealth

Let us find the top fiduciary advisor for you.

What’s your age?

How To Find An Advisor

How To Find An Advisor

Answer six simple
questions

Let Zoe get to know
you better.

Get your top certified fiduciary advisors

See the best fiduciary advisors that Zoe’s algorithm finds for you.

Meet and select your
top advisor

Interview advisors to choose the
right one for you.

Answer six simple questions

Let Zoe get to know you better.

Get your top qualified certified advisors

See the best fiduciary advisors that Zoe’s algorithm finds for you.

Meet and select your top advisor

Interview advisors to choose
the right one for you.

About Zoe

Zoe is a wealth platform that connects you with the right fiduciary, trustworthy, credentialed, and experienced wealth advisors near you. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.

The job of a financial advisor is to help individuals achieve their goals by advising them on investing, budgeting, and saving, among other things. Because financial advisors guide the individual in their financial decisions and investments, it’s important that they are trustworthy. One indication that you can fully trust your financial advisor is if they are a fiduciary.

Most advisors get away with calling themselves a fiduciary because they legally can call themselves that as long as they are a fiduciary some of the timeWe feel that’s disingenuous. You wouldn’t go to a Doctor who only has your best interest in some events, but not others. You deserve better.

Nerdwallet | Zoe Financial | Find an Advisor

Best Online Financial Advisor ’22 & ’23*

SoftBank | Zoe Financial | Find an advisor

Series A Led by SoftBank

Fast Company | Zoe Financial | Find an Advisor

Most Innovative Companies 2022*

2,700 | Zoe Financial | Find an Advisor

Zoe Certified
Advisors

2B | Zoe Financial | Find an Advisor

Assets Under Administration (AUA)

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. 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.

About Zoe

Zoe is a wealth platform that connects you with the right fiduciary, trustworthy, credentialed, and experienced wealth advisors near you. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.

The job of a financial advisor is to help individuals achieve their goals by advising them on investing, budgeting, and saving, among other things. Because financial advisors guide the individual in their financial decisions and investments, it’s important that they are trustworthy. One indication that you can fully trust your financial advisor is if they are a fiduciary.

Most advisors get away with calling themselves a fiduciary because they legally can call themselves that as long as they are a fiduciary some of the time. We feel that’s disingenuous. You wouldn’t go to a Doctor who only has your best interest in some events, but not others. You deserve better.

Nerdwallet | Zoe Financial | Find an Advisor

Best Online Financial Advisor ’22 & ’23*

SoftBank | Zoe Financial | Find an advisor

Series A Led by Softbank

Fast Company | Zoe Financial | Find an Advisor

Most Innovative Companies 2022*

2,700 | Zoe Financial | Find an Advisor

Zoe Certified Advisors

2B | Zoe Financial | Find an Advisor

Assets Under Administration (AUA)

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. 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.

Is It Time To Hire An Advisor?

An advisor can create a wealth plan to bring you closer to your goals. Work with a financial advisor to:

Manage a Windfall

What is the most strategic way to use your newly acquired money?

Manage Investments

Is your portfolio aligned with your values, risk tolerance, and expected returns?

Life & Family Changes

Are you financially ready to grow your family or get divorced?

Plan for Retirement

Will your money decisions today take you to the life you want to live in the future?

Tax Planning

Is your current strategy effectively minimizing how much you pay in taxes?

Home Purchase

Do you know the best ways to address one of life’s biggest investments?

Is It Time To Hire An Advisor?

An experienced advisor can create a wealth plan to bring you closer to your goals. Work with a financial advisor to:

Manage a Windfall

What is the most strategic way to use your newly acquired money?

Manage Investments

Is your portfolio aligned with your values, risk tolerance, and expected returns?

Life & Family Changes

Are you financially ready to grow your family or get divorced?

Plan for Retirement

Will your money decisions today take you to the life you want to live in the future?

Tax Planning

Is your current strategy effectively minimizing how much you pay in taxes?

Home Purchase

Do you know the best ways to address one of life’s biggest investments?

How Zoe Makes Finding A Fiduciary Advisor Easy

We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide high-fee investment management services. They earn fat commissions for pushing products and insurance, even when that is not in your best interests.

You deserve the best. Our matching algorithm connects you with the best fiduciary advisors based on your goals and preferences so that you can choose the one that feels right for you.

Interview premier fiduciary advisors who lead with financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and deliver value and peace of mind.

How Zoe Makes Finding An Advisor Easy

We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide high-fee investment management services. They earn fat commissions for pushing products and insurance, even when that is not in your best interests.

You deserve better. Our matching algorithm connects you with the best fiduciary advisors based on your goals and preferences so that you can choose the one that feels right for you.

Interview premier fiduciary advisors who lead with financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and deliver value and peace of mind.

What To Evaluate When Interviewing Fiduciary Advisors

What To Evaluate When Interviewing Fiduciary Advisors

Ready to Grow Your Wealth?

Let us connect you with the best fiduciary financial advisor for you

Ready to Grow Your Wealth?

Let us connect you with the best fiduciary financial advisor for you