Zoe Financial Announces Its New Innovative Wealth Platform

finance, bank, banking-4858797.jpg

Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform features account funding, automated rebalancing, and commission-free fractional trading.

Zoe, recognized as one of Fast Company’s 2022 Most Innovative Companies, aims to reduce the current friction clients and advisors face. The startup created a modern digital investment platform exclusively designed for affluent clients that work with a financial advisor. Unlike existing platforms, Zoe integrates the entire end-to-end journey through one seamless experience.

Other investment platforms have bolted-on experiences that lead to countless frustration points and a disjointed experience for consumers and advisors. Consumers want to be one click away from working with a financial advisor they can trust. From finding and hiring a vetted advisor via the Find An Advisor Tool to having their portfolio professionally managed on the platform, consumers will find a fully digital and transparent experience with Zoe.

“Most wealth platforms today were built decades ago. It just wasn’t technologically feasible to create a turnkey wealth management platform that allows collaboration and execution. Growing your wealth is tough, Zoe makes it easy. We’ve married what already exists with the new technology that allows for a seamless collaborative experience,” said Andres Garcia-Amaya, CFA, Zoe Financial, CEO and founder.

“The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth,” says Dillon Ferguson, Zoe’s VP of Product. “Advisors can craft bespoke portfolios or tap into the expertise of industry leaders like BlackRock, Vanguard, and State Street.”

Tony Schmitt, President and CEO at GreenUp Wealth, a nationwide RIA firm with $380 million in Assets Under Management, said, “A modern client requires a modern platform from beginning to end. Zoe has reimagined the client experience and created a platform that will allow advisors to reach a new generation of investors. GreenUp is beyond excited to partner with Zoe to help a new generation navigate the challenges of an increasingly complex financial landscape.” Advisors on the Zoe Wealth Platform have access to features like digital account opening, instant cash funding, and automated rebalancing. As a result, advisors can manage their clients’ investments with a modern, user-friendly digital experience.

Zoe has partnered with Apex Fintech Solutions (https://apexfintechsolutions.com/) to offer custody and clearing solutions as part of the platform buildout. With this partnership, Zoe offers commission-free, fractional trading across most U.S.-listed securities (including individual stocks and exchange-traded securities) and commission-free trading across 30,000+ U.S.-domiciled mutual funds.

As Rajesh Gaur, CFA, Head of Investments at Zoe Financial, stated, “Fractional trading allows the client accounts to be as fully invested as possible without the need to trade whole shares. Ultimately, it helps advisors effectively manage the portfolio risk and clients achieve their financial goals.” Before Zoe, Gaur was VP of Investments and Head of Trading at RobustWealth, where he gained extensive experience building a fintech platform. Previously, as Vice President at Merrill Lynch, Gaur was a key team member that built out Merrill Edge. At Zoe, Gaur spearheads the Investments group and creates financial tools for advisors and consumers to use through their Zoe experience.

Experience the future of wealth management with Zoe Financial and the Zoe Wealth Platform. To learn more about the platform, visit https://zoefin.com/wealth-platform/.

About Zoe

Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. Through Zoe’s platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated network of trusted financial advisors includes only the top 5% in the country.

Image by: Pixabay

Shopping Cart

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

        Data Protection

        The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

        Registration Form

          Data Protection

          The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

          Registration Form

            Data Protection

            The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

            Registration Form

              Data Protection

              The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

              Registration Form

                Data Protection

                The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

                Registration Form

                  Data Protection

                  The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

                  The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

                  COVID-19
                  Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

                  Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

                  The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

                  Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

                  Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

                  Request Nomination Pack

                  [contact-form-7 404 "Not Found"]