Verified fintech
Zoe Financial
- Headquarters
- New York, NY
- Website
- zoefinancial.com
- Category
- Wealth & investing
About
Zoe Financial runs a platform that matches individuals with independent, fiduciary financial advisors. Clients complete a questionnaire and are introduced to vetted advisors from its network, with support through the selection process. The platform also gives advisors tools for onboarding, portfolio management and account administration.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.