Zoe Financial

Zoe Financial provides a comprehensive growth and client management platform for independent Registered Investment Advisors (RIAs). The platform combines an organic growth engine matching clients with advisors through a combination of a matching algorithm and concierge service, and an all-in-one software and custody platform that allows RIAs to efficiently serve clients of all sizes. Zoe's platform brings account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading into an end-to-end client experience. The company was founded in 2017 and is headquartered in New York, NY.