Zoe Financial

Zoe is the new way to get financial advice. Leveraging technology, we help you take control of your personal finances by connecting you with the perfect financial advisor. You and your advisor work together to prioritize, manage, and plan for the future.

WHAT WE DO
We have a network of the top 5% of financial advisors in the U.S., all of whom have made it into our network after a strict selection process involving credentials, specializations, experience, and service level. All advisors are independent fiduciaries that have your best interest at heart.

We match you with the perfect advisor from our network to help you achieve your specific financial goals. Once you have chosen advisor, our app allows you to seamlessly communicate with them in a secure, private environment.

Be Empowered
We offer access to free top-notch educational resources. From financial guides, to online calculators and informative articles, Zoe is a source of trusted, unbiased personal finance information.

Know where you stand
Uncover where you stand by getting a free financial assessment that evaluates your current situation.

Get a Pro
Start working with the perfect financial advisor. No more referral from uncles, or endless google searches. The top expert you need is just a click away.

SIGN UP FOR FREE
With the Zoe app, you can access all of our features today including a free financial assessment with a top Certified Financial Planner!

FULL TRANSPARENCY. NO HIDDEN FEES
As a Zoe client, it cost you nothing to use our service. Then how do we earn our keep? Advisors in Zoe’s platform share a fixed portion of their fees with Zoe for matching them with great clients like you. Our incentives are completely aligned with yours as the advisor does not pay us unless you found them to be the perfect match.

BANK LEVEL SECURITY
Your security is our highest priority. This is why we use 256-bit advanced bank level encryption to secure your data. Use the Zoe app confidently knowing all your information is safeguarded.