Zoe Financial
Curated by SignalPlatform connecting individuals with vetted financial advisors and planners.
Overview
Zoe Financial operates in the fintech sector, focusing on solutions for financial planners and advisors. The platform connects users with vetted financial advisors, aiming to provide guidance in wealth management. It offers a range of tools, including predictive analytics, robo-advisory services, and customizable financial planning software. The platform includes features such as secure client portals and compliance management systems, which are designed to support communication and regulatory adherence. Zoe Financial targets individuals seeking financial advice and addresses the challenge of locating reliable advisors while utilizing technology to facilitate wealth creation.
Key facts
- Founded
- 2017
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
28 rolesMarketing Analyst
Bogotá, Capital District, Colombia · On-site · Volunteer
Quality Assurance Test Engineer
Bogotá, Capital District, Colombia · On-site · Volunteer
Director of Investments
New York, United States · On-site · Volunteer
