Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualiﬁed aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process.zoefin.com
Brooklyn, NY, USA
Founded in 2016Inaccurate data? Flag it here.
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