Zoe Financial

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.

Zoe, a leader in connecting highly-vetted financial advisors with pre-qualified prospective clients, released today new data on their partnership with Capasso Planning Partners, a registered independent advisory firm (RIA) of experienced wealth managers.

Wealth Management marketplace Zoe Financial today announced it has reached $1 billion in assets under administration (AUA) after launching just 3 years ago.

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.

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, announced today its collaboration with Modera Wealth Management ("Modera"), an industry awarded wealth advisor practice.

Zoe Financial, a digital leader in matching highly-vetted fiduciary financial advisors and clients, revealed today how their one-of-a-kind algorithm has led to thousands finding the right fiduciary financial advisor.

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

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, the digital platform helping people find fiduciary independent advisors to manage their money, having recently closed their $2M seed funding; just announced Christopher Jones, former Co-Head of Global Active Equities at BlackRock, and Robert Deutsch, Chairman J.P. Morgan Exchange Traded Funds Board, have joined their Advisory Committee.