Zoe Financial is the modern wealth platform that combines the value of a trusted financial advisor with best-in-class technology to create an investment experience unlike any other
Zoe Financial
What is it about?
Zoe Financial is the modern wealth platform that combines the value of a trusted financial advisor with best-in-class technology to create an investment experience unlike any other.
App Store Description
Zoe Financial is the modern wealth platform that combines the value of a trusted financial advisor with best-in-class technology to create an investment experience unlike any other.
Download the app to stay connected to the growth of your investment accounts.
- Access your account balance, investment performance, and current holdings.
- View the status of current transfers and the history of deposits, withdrawals, and other transactions.
Zoe is only accessible through an invitation from your financial advisor. If you’ve already created your account, download the app and get started today!
Note: New transfers must be initiated from the desktop website. Please visit app.zoefin.com/login to create a new transaction.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.