Zoe Financial

Description

• Zoe connects high-earning professionals with top-tier financial advisors in the United States. We understand that finding trusted financial advice is difficult, which is why we have handpicked financial professionals in the insurance, investment and advisory spaces that are in the top 5% of their specialization. Since our financial experts operate independently, they are not tied or biased to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care & are required to act in the best interests of their clients at all times. To gain access to our platform, each expert goes through a rigorous screening process that covers ability, specialization, cost & client service. We match the suitability of the advisor to the needs of our clients & provide them with a curated list of the cream of the crop! At Zoe, we are passionate about inventing the future of personal finance and we do so by involving the client in every step of the process. Because ultimately, why wouldn't you want to be in the driver's seat when it comes to your finances? Our core values are: Integrity - talent is important, but having a strong moral compass is essential. Client-focused - our top priority is to educate & empower our clients to make better financial decisions. We strive to deliver the best client experience in the industry. Growth mindset - we strive to continuously grow professionally, intellectually and personally. Innovation - we are redesigning the way personal finance is done, so originality and creativity are in our DNA. Data-driven - at Zoe we make decisions that are data-driven and always strive for intellectual honesty.
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  Headquarters:31 West 34th Street , New York, New York, United States

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  Phone Number:

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  Website: https://www.zoefin.com

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  Employees:26

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  Revenue:$1 - 10M

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  Legal Name:Zoe Financial

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• |  NAICS Code: 524113  |

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