Zoe Financial

Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. The company makes wealth creation tailored and convenient through innovative technology and exceptional client service. The company's Client: Seeks service, stewardship, and solutions once only accessible to the ultra wealthy. The company... is your financial steward, here to support you every step of the way. Through the company's carefully curated ecosystem, the company vet advisors who can offer you personal, conscientious guidance to grow your wealth. The company's Advisor Network includes only the most qualified aligned-interest advisors in the country. Zoes Seal of Approval is granted to advisors who successfully pass the company's rigorous Vetting Process. The company's network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash.Read More