Audience
Individuals and investors wanting a tool to find fiduciary financial advisors, open and fund investment accounts, and manage portfolios with automated tools and expert guidance
About Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Zoe Financial
Founded: 2018
United States
zoefinancial.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
Zoe Financial Frequently Asked Questions
Q: What kinds of users and organization types does Zoe Financial work with?
Zoe Financial works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Zoe Financial support in their product?
Zoe Financial supports these languages: English.
Q: What kind of support options does Zoe Financial offer?
Zoe Financial offers support via phone support and online.
Q: Does Zoe Financial have a mobile app?
Yes, Zoe Financial has a mobile app for iPad and iPhone.
Q: What type of training does Zoe Financial provide?
Zoe Financial provides training in the form of documentation, live online, and videos.
Q: How much does Zoe Financial cost?
Pricing for Zoe Financial starts at Free.
