We’re proud to have won the 2025 Best Wealth Management Product Award by FinTech Breakthrough—selected from over 4,500 global nominations! 🏆 This recognition reinforces our mission to empower RIAs with the Zoe Wealth Platform, helping them streamline operations, strengthen client relationships, and scale efficiently—all within a seamless wealth management experience. Thank you to our incredible team and the advisors who trust Zoe to support their growth! Learn more: https://lnkd.in/gqKZF-NK #FinTechBreakthrough #WealthManagement #FinancialAdvisors #ZoeFinancial #ZoeWealthPlatform
Zoe Financial
金融服务
New York,New York 8,788 位关注者
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
关于我们
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide. 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. Our 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. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is “How does this help the client?” 2. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes. 3. Build like a teammate We value collaborative efforts and give credit to others. 4. Have a growth mindset We worry less about looking smart and put more energy into learning through hard work and feedback. 5. Show grit We are resilient and adaptable. We’re passionate about achieving your goals. 6. Be optimistic To achieve the unachievable, we’re confident about the future. 7. Act with urgency We don’t leave for tomorrow what can be done today 8. Drive impact We accomplish amazing amounts of meaningful work consistently and make our colleagues better.
- 网站
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http://zoefinancial.com
Zoe Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York,New York
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Tax Strategy、College Planning、Investment Strategy、financial planning、Financial Advisor、Wealth Management和Financial Planning
地点
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主要
666 Third Ave
6th Floor
US,New York,New York,10017
Zoe Financial员工
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Matt Brinker
Managing Partner Merchant / Investor and Advisor
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Astrid Amaya-Garcia
Chairperson at InterMinds Inc., Art collector & Curator. World traveler, Advocate for women and youth empowerment. Angel Investor.
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Alejandro Garcia-Amaya
CEO at AnswerBite (TechStars | Google Startups) | Tech Investor | Founder of Techstars Alumni | Podcaster | Deadfellaz #7098
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Andres Garcia-Amaya, CFA
CEO @ Zoe (We are hiring!)
动态
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With tech stocks struggling and tariff uncertainty rising, markets are at a turning point—see what’s driving the latest moves... Learn more on today's Market Drama episode: https://hubs.li/Q03bbj7P0 #StockMarket #USAeconomy #ZoeFinancial #GrowYourWealth
Zoe Financial | March 10th, 2025
https://www.youtube.com/
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What’s New on the Zoe Wealth Platform? We’ve introduced updates to help advisors enhance portfolio management, improve tax efficiency, and simplify client onboarding. ✓ Direct Indexing → Personalization + tax efficiency, all in one. ✓ Rebalancing Proposals → Gain clear insights into trade rationale & tax implications. ✓ Form ADV Part 2B Delivery → Seamless document sharing for a smoother onboarding experience. Explore the latest enhancements today! Book a demo at https://lnkd.in/gWWG-QaF #FinancialAdvisors #AdvisorTools #RIA #ZoeWealthPlatform
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The Magnificent Seven are in correction territory, Nvidia’s stock plunged 8.5%, and economic data is weakening—here’s what’s moving the markets... Learn more on today's Market Drama episode: https://hubs.li/Q0394zLj0 #StockMarket #USAeconomy #ZoeFinancial #GrowYourWealth
Zoe Financial | March 3rd, 2025
https://www.youtube.com/
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Growing your practice takes more than just advising clients—it requires the right support. At Zoe, we partner with RIAs to help them scale efficiently, enhance client relationships, and optimize their business operations. 🔹 Seamless Onboarding: We guide advisors through platform adoption so they can focus on clients, not logistics. 🔹 Proactive Issue Monitoring – We track new accounts and transfers, resolving issues before they become roadblocks. 🔹 Personalized Support: Our team works closely with advisors, offering real-time assistance and insights to drive growth. Ready to enhance your advisory practice? Schedule a demo at: https://hubs.li/Q02RhKK30 #WealthManagement #FinancialAdvisors #AdvisorTools #RIA #ZoeWealthPlatform
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The S&P 500 and Nasdaq took a hit, but not all sectors struggled. Some areas of the market are still showing strength despite the sell-off... Watch now: https://hubs.li/Q0381Jxx0 #USAeconomy #StockMarket #ZoeFinancial #GrowYourWealth
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Big moves at Zoe! In collaboration with MSCI Inc. we've brought enhanced Direct Indexing to the Zoe Wealth Platform. More personalization and more efficiency to empower RIAs to deliver tailored solutions for their clients. Read more at: https://lnkd.in/gi_g6cZU Request a Zoe Wealth Platform demo: https://lnkd.in/gAYTJAPp #ZoeFinancial #MSCI #DirectIndexing #WealthManagement #RIAs
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A fresh new look! The Model Marketplace on the Zoe Wealth Platform simplifies model management—delivering clarity, efficiency, and a seamless advisor experience. Advisors can easily create or edit firm models, review allocations, and subscribe to provider models—all in one intuitive view. #WealthManagement #FinancialAdvisors #AdvisorTools #RIA #ZoeWealthPlatform
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Earnings are smashing forecasts, with non-tech sectors leading—can they keep the market climbing? Watch now at https://hubs.li/Q03776Zg0 #StockMarket #USAeconomy #GrowYourWealth #ZoeFinancial
Zoe Financial | February 18th, 2025
https://www.youtube.com/
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Yes, RIAs are independent, they prioritize clients, and retention rates are high. But the hard truth? Most RIAs struggle to find new clients—organic growth remains one of the biggest challenges in the industry. So, what’s holding RIAs back? And more importantly, what can they do about it? Read the full article by Zoe’s Founder & CEO, Andres Garcia-Amaya, CFA, on Citywire: https://lnkd.in/g3zRdMjt #RIAgrowth #DigitalTransformation #WealthManagement #ZoeFinancial
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