About company
Zoe stands as a modern wealth planning platform, connecting clients with the top 5% of advisors in the nation. Through innovative technology and dedicated client service, Zoe strives to make tailored wealth creation convenient. Clients seeking service, stewardship, and solutions, typically reserved for the ultrawealthy, find Zoe as their financial steward, supporting them at every stage. The curated ecosystem ensures that advisors within the network provide conscientious guidance for wealth growth. Zoe's Seal of Approval is granted to advisors who pass a rigorous vetting process, highlighting the commitment to quality in the advisor network.
Key Details:
- Location: The company is headquartered in New York, United States.
- Founders: Zoe Financial was founded by Andres Garcia-Amaya.
- Foundation Date: The company was established in the year 2018.