Scale Efficiently with a Full-Service Growth Engine
This Independent RIA is experiencing rapid growth but faces challenges due to an outdated tech stack that complicates scaling.
By transitioning to the Zoe Wealth Platform, they can grow their business, scale efficiently, and reduce costs without additional operational and trading staff.
Client Profile
Independent RIA looking to accelerate growth and improve efficiency while maintaining their high standard of client service.
$850M
in AUM
47% YoY
growth
2 People
trading & onboarding
Firm's Pain Points
Headcount
Scaling rapidly requires additional internal staff to manage trading, billing, and operations as the client base grows.
Cost/Time
Their tech stack is outdated, expensive, and slows growth.
Organic Growth
Existing organic growth methods are either not scalable or have low client conversion rates.
Zoe's Solution
Outsourced Onboarding & Digital Features
As the firm expands, our digital platform and Client Success Team will support onboarding new clients. This enables the RIA to concentrate on increasing AUM and managing its existing book while improving the overall client experience.
Cost-Savings
Zoe offers a comprehensive suite of middle and back office solutions, saving this RIA roughly $100,000 in annual headcount and 10 hours a week per new client.
Award-Winning Referral Program*
The Zoe Wealth Platform drives organic growth through its internal referral network, pre-qualifying high-intent prospects and scheduling them directly on the advisors’ calendars. This process leads to a 25% win rate for advisors.
The Outcome
By transitioning to the Zoe Wealth Platform, this RIA has efficiently accelerated organic expansion, achieving growth targets while reallocating saved costs to other revenue-generating business areas.
The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
*Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. 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. The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.
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