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Zoe Financial

A unified wealth management platform connecting financial advisors and their clients.

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Zoe Financial combines two connected offerings: a Wealth Platform for financial advisors and an Advisor Match service for individuals and families seeking guidance. The platform addresses the operational side of wealth management, covering digital onboarding, funding, account transitions, portfolio management, and real-time collaboration between advisors and clients. Advisor Match connects clients with independent, vetted fiduciary advisors from Zoe's network, with advisors selected to fit each client's needs.

The Wealth Platform includes automated rebalancing with fractional trading, a model marketplace, private labeling, high-yield cash accounts, and integrations with Salesforce and eMoney. Investment capabilities include tax-loss harvesting, tax-efficient rebalancing, direct indexing, and fractional shares. Zoe Financial is an SEC-registered investment adviser, with brokerage services provided through Zoe Securities LLC and Apex Clearing Corporation. The company also offers an AI-assisted way to explore the platform.

The platform is built for financial advisors who want to manage client accounts digitally, while Advisor Match serves individuals and families looking for an independent advisor. Zoe Financial is a registered investment adviser, and the pages do not specify a free plan, trial, or pricing structure.

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