Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide. We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process. Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. 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 like an owner We're fully accountable for our actions and the first to own up to our mistakes. 3. Build like a teammate We value collaborative efforts and give credit to others. 4. Have a growth mindset We worry less about looking smart and put more energy into learning through hard work and feedback. 5. Show grit We are resilient and adaptable. We’re passionate about achieving your goals. 6. Be optimistic To achieve the unachievable, we’re confident about the future. 7. Act with urgency We don’t leave for tomorrow what can be done today 8. Drive impact We accomplish amazing amounts of meaningful work consistently and make our colleagues better.
View Top Employees from Zoe FinancialWebsite | http://zoefin.com |
Revenue | $1 million |
Funding | $3 million |
Employees | 65 (55 on RocketReach) |
Founded | 2018 |
Address | 666 Third Ave 6th Floor, New York, New York 10017, US |
Phone | (646) 680-9244 |
Technologies |
JavaScript,
HTML,
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Industry | Financial Services, Investment Banking, Consulting Services (B2B), Finance, FinTech, Legal Services (B2C), Financial Planning, Personal Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Zoe Financial employee's phone or email?
The Zoe Financial annual revenue was $1 million in 2024.
Alexandra Rodriguez Correales is the Head of Marketing of Zoe Financial.
55 people are employed at Zoe Financial.
Zoe Financial is based in New York, New York.
The NAICS codes for Zoe Financial are [52393, 523, 52, 5239].
The SIC codes for Zoe Financial are [628, 62].