Zoe, a leader in connecting highly-vetted financial advisors with pre-qualified prospective clients, released today new data on their partnership with Capasso Planning Partners, a registered independent advisory firm (RIA) of experienced wealth managers.

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform.

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Ethic, a platform that enables the creation of personalized passive equity SMAs.

Zoe Financial announced today a new partnership with Wealthbox, a CRM platform that helps advisors manage and track their relationships with clients in a user-friendly way.

Zoe Financial, a digital marketplace designed to connect clients with highly vetted fiduciary financial advisors, announced an exciting partnership with Alchemist Wealth, a group of financial planners and coaches aimed to empower women, dual-income couples, and families of color.

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, 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.

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 connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista 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.

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.

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work firm

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

Zoe Financial, a digital leader in matching highly-vetted fiduciary financial advisors and clients, today announced a partnership with Buckingham Strategic Wealth, one of the country's best independent wealth management firms.

Zoe Financial, a leader in connecting individuals with highly vetted fiduciary financial advisors, today announced Matthew Brinker, Managing Partner at Merchant Investment Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee.