We found your match:
Zoe Financial
Next Steps...
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Expect a phone call and text message to the number you provided. We'll answer any questions you may have for a white-glove experience.
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Connect with your new advisor
No preparation is needed. This no-obligation call is an introductory conversation to explore your goals and explore opportunity to improve your wealth. Your recommended advisor is a fiduciary, legally required to act in your best interest.
What is Zoe?
Zoe is the modern wealth platform that allows you to find, hire, and work with vetted independent financial advisors. Zoe’s mission is to help grow and protect people’s wealth.
Through Zoe’s platform, you can connect with trusted financial advisors across the United States based on your unique financial situation and objectives.
Our Core Values
Put The Client First
The first question we ask ourselves is “How does this help the client?”
Act With Urgency
We don’t leave for tomorrow what can be done today.
Act Like an Owner
We are fully accountable for our actions. We’re the first to own up to our mistakes.
Awards
Disclosure: *FinTech Breakthrough and Zoe Financial are not affiliated. The 2025 FinTech Breakthrough Awards recognize innovation in financial technology across multiple categories. Award recipients are selected based on industry impact and innovation. Zoe Financial did not pay for inclusion in the awards. For more details, visit FinTechBreakthrough.com. ThinkAdvisor and Zoe Financial are not affiliated. Zoe Financial did not pay for inclusion in the awards, however, Zoe Financial did pay for the promotion rights of the award badges. For more details, visit https://event.thinkadvisor.com/luminaries-awards/. 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. Find more information and additional disclosures https://zoefin.com/award-disclosures/. + 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.
***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.
What To Expect
No preparation needed for our meeting
This is a ZERO commitment introduction - just show up. Your recommended advisor is looking forward to chatting. Don't worry about having a 5 year plan or all of your investment information readily available. The first call is just going to be an introductory chat to see what your needs are and what kind of investment verticals could work best for you. If you have any questions about your new advisor, bring those.
Your Upcoming Conversation is 100% FREE
All of our recommended advisors are fiduciaries-meaning they are legally obligated to act in your best interest. If you choose to work with one, their fees and compensation will be clearly disclosed and fully transparent.
Ready To Talk Now?
You can reach your new advisor at (646) 680-9244 during working hours 9am ET to 7pm ET.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
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