Zoe Financial
Zoe Financial offers a wealth planning platform that connects individuals with vetted financial advisors and features advanced tools like a model marketplace and automated rebalancing.
Wealth Planning Platform
Zoe Financial provides a comprehensive wealth planning platform that connects individuals with highly qualified financial advisors. The platform is designed to ensure that advisors meet stringent standards of quality and fiduciary responsibility. Clients can digitally open and fund accounts, track investments in a modern dashboard, and utilize a variety of tools to manage their financial goals effectively.
Advisor Vetting Process
Zoe Financial employs a rigorous vetting process for financial advisors who wish to join the platform. This ensures that only those who meet high standards of quality and fiduciary responsibility are approved. This vetting process is central to maintaining the platform's commitment to providing reliable and trustworthy financial advice.
Investment Tracking and Customization
The platform provides a modern client dashboard for investment tracking, allowing clients to monitor their portfolio performance in real-time. Advisors can create custom fee schedules and track investment performance across multiple accounts, offering a personalized investment experience. Automated rebalancing is also supported to maintain portfolio alignment with clients' goals and risk tolerance.
Model Marketplace and Automated Rebalancing
Zoe Financial features a model marketplace that includes portfolios from industry giants like BlackRock, Vanguard, and State Street. The platform supports automated rebalancing, ensuring that portfolios remain in line with client goals and risk tolerance over time. This functionality helps in keeping investments aligned with the financial plans set by clients and advisors.
Industry Recognitions and Awards
Zoe Financial has been recognized for its innovative approach to wealth management. It was named 'Best Online Financial Advisor' by NerdWallet in 2022 and 2023, and listed among the 'Most Innovative Companies' by Fast Company in 2022. These accolades underscore its commitment to providing top-tier financial advisory services through cutting-edge technology.