Digital Marketplace where consumers get matched with top independent financial advisors51-200 Employees

B2C
Growth Stage
Expanding market presence

Zoe Financial careers

Digital Marketplace where consumers get matched with top independent financial advisors

We all have very different relationships with our money. At ZoeFin.com we partner you with a financial advisor that understands your unique needs in order to make your wealth evolve as you do

Zoe can help you find an independent fee-only financial advisor that sees the world the way you do. Aside of testing their knowledge and process, we screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest (rather than recommend products based on the commission they get from it.)

Curated matching: We understand that finding trusted financial advice is difficult, which is why we have handpicked financial advisors. (We reject ~95% of the advisors that apply into our network so you don't have to.) Since our financial advisors operate independently, they are not tied or biased towards any investment or insurance product.

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