Zoe Financial

"Affluent, Feeling Average" shows the reasons why financial success doesn't always feel like enough.

Recognition Highlights Zoe's Work Connecting Clients With Vetted, Fiduciary Financial Advisors to Grow and Protect Their Wealth

Selected as a Wealthies 2026 Awards finalist in the TAMP category, Zoe Financial is recognized for its modern TAMP approach, which combines advisor growth, investment management, and operational infrastructure into a single platform.

In Partnership With Zoe, RIAs Can Now Serve Clients Across Both Schwab and Apex While Accessing the Full Suite of Zoe's Investment and Operational Capabilities

A new white paper by Zoe Financial offers a wide-ranging analysis of the modern TAMP ecosystem, from lean modular sub-advisors to feature-heavy industry behemoths

Zoe's updated mobile app allows clients and advisors to fund accounts, manage transactions, track performance, and more directly from their phones.

Zoe Financial earned a spot on FinTech Global's annual 'WealthTech 100' list for innovation in wealth management technology.

Zoe Financial earned its second consecutive annual award from FinTech Breakthrough with a win in the "Wealth Management Company of the Year" category for 2026.*

A new white paper by Zoe Financial argues the prospect-to-client conversion rate for financial advisors is a function of a prospect's stage of buyer readiness, not the advisor's marketing or sales channels.

The new high-yield cash accounts allow clients to pursue competitive yields on their uninvested cash with the Zoe Wealth Platform.

The New Partnership With Zoe Financial Enhances Procyon's Capacity to Scale and Provides Personalized Investment Strategies to Mass-Affluent Clients

Zoe's private labeling allows RIAs to customize the platform to reflect their brand identity. RIAs can build client loyalty while Zoe works behind the scenes.

The new capability in Zoe's model marketplace enables advisors to leverage open architecture models with strategies from institutionally recognized* asset managers and help clients achieve more tax-efficient outcomes.**

This Partnership Underscores Zoe Financial's Commitment to RIA Growth While Highlighting AdvizorPro's Position as the Premier Data and Engagement Solution for Financial Services

The New Data Feed Integration Enables Advisors to Bring Zoe Wealth Platform Accounts Into eMoney, Helping Clients Keep Their Wealth Strategy Complete and Up to Date

Being a finalist for the ThinkAdvisor Luminaries 2025 Awards is a testament to Zoe's commitment to empowering advisors with the right tools to deliver an exceptional client experience to all their clients.

The new feature allows advisors to move their book of business to Zoe in just a few days, with minimal client disruption.

Zoe Financial is Proud to Announce That the Zoe Wealth Platform is a Finalist for the Prestigious 2024 Wealthies Awards

Finding a financial advisor you trust doesn't have to be a hassle. Bankrate has teamed up with Zoe Financial, a wealth platform, to deliver a one-of-a-kind advisor-matching experience.