Press
What’s Everyone Saying About Zoe? Check It Out Here.
Zoe Financial Raises $30M in Series B Funding
The funding round was led by Sageview Capital and included participation from several of Zoe’s largest RIA clients, including Creative Planning, Mariner Wealth Advisors and Captrust.
Zoe Financial & MSCI Come Together to Transform Direct Indexing for RIAs
Zoe announced its strategic collaboration with MSCI, a leading provider of indexes and other critical decision support tools and services for the global investment community.
$3.4B AUM RIA SteelPeak Wealth Partners With Zoe Wealth Platform for Scalable Growth
Zoe is excited to announce its strategic partnership with $3.4B AUM LA-based RIA firm SteelPeak Wealth.
Zoe Financial Takes Home ThinkAdvisor's 2024 Industry Disruption Firm & TAMPs Executive of the Year Awards
Zoe is proud to be a winner of ThinkAdvisor's Industry Disruption Firm in the 2024 edition of the Luminaries Awards.
Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management
Zoe is proud to share an exciting new solution. With tax-aware investment solutions, Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount.
$1B+ AUM RIA Falcon Wealth Adopts the Zoe Wealth Platform as Outsourced Growth Engine
Zoe is excited to announce its partnership with Falcon Wealth, a $1B+ AUM firm based in California. Falcon adopted the Zoe Wealth Platform to efficiently onboard and manage a growing selection of mass-affluent client accounts with advanced tax-aware investment management.
The Zoe Wealth Platform: Recognized for Driving Growth for Financial Advisory Firms
Zoe was recently announced as a finalist for the 2024 ThinkAdvisor Luminaries Awards. The platform was selected as a finalist under the categories of Financial Advisory Support and RIA Support Platform Providers.
$7.8bn Perigon Signs On To Use Zoe Financial's Digital Wealth Platform
Zoe is pleased to announce its strategic partnership with Perigon Wealth Management, an advisor-led firm with $7.75 billion in AUM as of March 31, 20241. The alliance aims to enhance the digital wealth management experience by leveraging Zoe's platform and Perigon's client-first offerings to deliver an outstanding client experience.
Tailored Investing Simplified: Zoe Financial Debuts Direct Indexing Capabilities
Zoe announced the launch of direct indexing capabilities. This offering is another step forward, empowering RIAs to deliver personalized, tax-efficient investment solutions without increasing workload or growing headcount.
Zoe Wealth Platform Named Finalist in the 2024 Wealthies Awards for Innovation in Advisor Success
Zoe announced the Zoe Wealth Platform as a finalist in the TAMPs category for the WealthManagement.com Industry Awards.
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