What's Your Ideal Fiduciary Financial Advisor Like?

Take our 30-second quiz to find out!

What’s Your Ideal

Fiduciary Financial

Advisor Like?

How To Know They're Right For You

Finding a fiduciary financial advisor to manage your wealth is a very important decision! You deserve an advisor that is:

How Zoe Finds Your Ideal Advisor

For over five years, we have connected thousands of clients with the right advisor for their needs. All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States.

Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, and provide transparent fees and honest services.

About Zoe

Zoe is a wealth platform that connects clients with trustworthy, credentialed, experienced, and fiduciary wealth advisors. After a deep understanding of each client’s needs, Zoe enables them to find, hire and work with the top 5% of wealth professionals nationwide.

Best Online Financial Advisor 2022

Series A Led by Softbank

Most Innovative Companies 2022

Zoe Certified
Advisors

Assets Under Administration (AUA)

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor for you to understand and improve your wealth score

How To Know They're Right For You

Finding a fiduciary financial advisor to manage your wealth is a very important decision! You deserve an advisor that is:

How Zoe Finds Your Ideal Advisor

For over five years, we have connected thousands of clients with the right advisor for their needs. All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States.

Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, and provide transparent fees and honest services.

About Zoe

Zoe is a wealth platform that connects clients with trustworthy, credentialed, experienced, and fiduciary wealth advisors. After a deep understanding of each client’s needs, Zoe enables them to find, hire and work with the top 5% of wealth professionals nationwide.

Best Online Financial Advisor 2022

Series A Led by Softbank

Most Innovative Companies 2022

Zoe Certified Advisors

Assets Under Administration (AUA)

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you