About Zoe
Zoe brings advisors and their clients together in one seamless experience that delivers smarter decisions and more personalized outcomes.
What We Offer
We deliver two integrated offerings:
Wealth Platform
A modern, end-to-end platform that enables financial advisors to manage their clients’ investment accounts with ease. From digital onboarding and seamless funding to automation and real-time collaboration tools, Zoe streamlines operations so advisors can focus on delivering great advice.
Advisor Match
For individuals and families seeking financial guidance, Zoe matches each client with an independent advisor from our carefully curated network. Every advisor is vetted and aligned to each client’s personalized needs.
Why We Built It
Here's the Backstory
Our founder witnessed the “salesperson as advisor” experience, where client outcomes took a back seat.
That prompted a rethink: what if clients could easily find fiduciary advisors and have a best-in-class platform to work with them?
That led to building the advisor-matching service first, then layering the full digital platform to support the ongoing relationship and scale.
Today the combined solution solves both sides, giving clients access and giving advisors a modern way to deliver personalized wealth management at scale.
Our Mission & Values
Grow and protect people’s wealth
Put the Client First
The first question we ask ourselves is “How does this help the client?”
Act with Urgency
We don’t leave for tomorrow what can be done today.
Act Like an Owner
You are fully accountable for your actions. You’re the first to own up to your mistakes.
Why It Matters
- For clients: fewer friction points, better advisor fit, digital tools for collaboration.
- For advisors: access to high-intent clients matched for fit, and a platform built to help them scale.
- For the wealth industry: a better bridge between advice and technology.
