Wealth Management marketplace Zoe Financial today announced it has reached $1 billion in assets under administration (AUA) after launching just 3 years ago.
Zoe Financial, today announced the close of a $10 million Series A investment round, led by SoftBank's Opportunity Fund.
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.
CompTIA Managed Services Trustmarkā¢ Signifies Commitment to Industry Best Practices