Zoe Financial
Financial Services, 1 Dock 72 Way, New York, 11205, United States, 11-50 Employees
Phone Number: 64********
Who is ZOE FINANCIAL
Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. We make wealth creation tailored and convenient through innovative technolog...
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Headquarters: 1 Dock 72 Way, New York, New York, 11205, United States
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Date Founded: 2018
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 7389
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Frequently Asked Questions Regarding Zoe Financial
Answer: Zoe Financial's headquarters are located at 1 Dock 72 Way, New York, 11205, United States
Answer: Zoe Financial's phone number is 64********
Answer: Zoe Financial's official website is https://zoefin.com
Answer: Zoe Financial's revenue is $5 Million to $10 Million
Answer: Zoe Financial's SIC: 7389
Answer: Zoe Financial has 11-50 employees
Answer: Zoe Financial is in Financial Services
Answer: Zoe Financial top competitors include: Betterment , BridgeFT , Ellevest
Answer: Zoe Financial contact info: Phone number: 64******** Website: https://zoefin.com
Answer: Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoes Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process. Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. Our Teams Core Values 1. Put the client first The first question we ask ourselves is How does this help the client? 2. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes. 3. Build like a teammate We value collaborative efforts and give credit to others. 4. Have a growth mindset We worry less about looking smart and put more energy into learning through hard work and feedback. 5. Show grit We are resilient and adaptable. Were passionate about achieving your goals. 6. Be optimistic To achieve the unachievable, were confident about the future. 7. Act with urgency We dont leave for tomorrow what can be done today 8. Drive impact We accomplish amazing amounts of meaningful work consistently and make our colleagues better.
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