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Press Release
Jun 29, 2021
Zoe Financial Hits $1 Billion in Assets on Its Way to $1 Trillion
Wealth Management marketplace Zoe Financial today announced it has reached $1 billion in assets under administration (AUA) after launching just 3 years ago.
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Press Release
May 18, 2021
Zoe Financial Announces $10 Million Series A to Provide Consumers More Access to the Best Independent Financial Advisors
Zoe Financial, today announced the close of a $10 million Series A investment round, led by SoftBank's Opportunity Fund.
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Press Release
Mar 29, 2021
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.
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Press Release
Nov 14, 2017
VirtuIT Earns Respected Technology Industry Credential
CompTIA Managed Services Trustmark™ Signifies Commitment to Industry Best Practices
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