Category: Business News

Zoe Financial Hits $1 Billion in Assets on Its Way to $1 Trillion
Press Release Jun 29, 2021
Zoe Financial Hits $1 Billion in Assets on Its Way to $1 Trillion

Wealth Management marketplace Zoe Financial today announced it has reached $1 billion in assets under administration (AUA) after launching just 3 years ago.
Press Release Jun 2, 2021
Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country.
Press Release May 18, 2021
Zoe Financial Announces $10 Million Series A to Provide Consumers More Access to the Best Independent Financial Advisors

Zoe Financial, today announced the close of a $10 million Series A investment round, led by SoftBank's Opportunity Fund.
How Customer Reviews Will Impact the Financial Services Industry According to Zoe Financial
Press Release Mar 17, 2021
How Customer Reviews Will Impact the Financial Services Industry According to Zoe Financial
Fintech Company Zoe Financial Celebrates 3 Years as a Leader in the Wealth Management Industry
Press Release Feb 25, 2021
Fintech Company Zoe Financial Celebrates 3 Years as a Leader in the Wealth Management Industry

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic
Press Release Feb 16, 2021
Zoe Financial Announces Partnership with Leading Wealth Management Firm: Buckingham Strategic Wealth

Zoe Financial, a digital leader in matching highly-vetted fiduciary financial advisors and clients, today announced a partnership with Buckingham Strategic Wealth, one of the country's best independent wealth management firms.
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Press Release Feb 9, 2021
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee

Zoe Financial, a leader in connecting individuals with highly vetted fiduciary financial advisors, today announced Matthew Brinker, Managing Partner at Merchant Investment Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee.