Tagged new-york-news
Press Release
Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country. Read More
Press Release
Zoe Financial Announces Its Collaboration With Modera Wealth Management
Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, announced today its collaboration with Modera Wealth Management ("Modera"), an industry awarded wealth advisor practice. Read More
Press Release
How The Perfect Financial Advisor Match Is Made: Zoe Financial's Algorithm
Zoe Financial, a digital leader in matching highly-vetted fiduciary financial advisors and clients, revealed today how their one-of-a-kind algorithm has led to thousands finding the right fiduciary financial advisor. Read More
Press Release
Fintech Company Zoe Financial Celebrates 3 Years as a Leader in the Wealth Management Industry
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic Read More
Press Release