Tagged zoe-financial
Press Release
Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso Planning Partners' Growth
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. Read More
Press Release
Zoe Financial Announces Its Partnership With Alchemist Wealth
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. Read More
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
Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove
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 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
Zoe Financial Announces Partnership with Leading Wealth Management Firm: Buckingham Strategic Wealth
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. Read More
Press Release
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
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. Read More
