Zoe is a wealth platform with the mission to help grow and protect clients’ wealth. Zoe’s platform brings account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into one cohesive advisory experience. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is, “How does this help the client?” 2. Act with urgency We don’t leave for tomorrow what can be done today 3. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes.
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Zoe Financial Questions
The Zoe Financial annual revenue was $1 million in 2026.
Andres Garcia-Amaya is the Founder and CEO of Zoe Financial.
47 people are employed at Zoe Financial.
Zoe Financial is based in New York, New York.
The NAICS codes for Zoe Financial are [52393, 5239, 523, 52].
The SIC codes for Zoe Financial are [628, 62].
Top Zoe Financial Employees
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Andres Garcia-Amaya
Founder and CEO at Zoe Financial
New York, NY, US45 -
Rajesh Gaur
VP of Investment Solutions at Zoe Financial
New York, NY, US24 -
Sophie McIntyre
Head of Business Operations at Zoe Financial
New York, NY, US1 -
Caroline Kolk
Director of Product at Zoe Financial
New York, NY, US21 -
Preston Buhrmaster
Strategic Account Executive at Zoe Financial
New York, NY, US23 -
Paul Cipollaro
Strategic Account Executive at Zoe Financial
New York, NY, US13 -
Brendan Connors
Account Executive at Zoe Financial
New York, NY, US1
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