Zoe Financial Revenue and Competitors

Zoe can help you find an independent, fiduciary financial advisor that sees the world the way you do. Aside from vetting their knowledge and process, we screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it. Curated matching: We understand that finding trusted financial advice is difficult, which is why we have handpicked financial advisors. (We reject ~95% of the advisors that apply into our network so you don't have to.) Since our financial advisors operate independently, they are not tied or biased towards any investment or insurance product. They are held to the highest standards of care & are required to act in the best interests of their clients at all times. 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.