Zoe Financial
Advisor-matching network and wealth management platform for advisory firms.
zoefinancial.comZoe Financial matches consumers with independent advisers and also offers a platform with account opening, tax-loss harvesting and direct indexing. Its site says brokerage services run through Zoe Securities LLC and Apex Clearing.
Sources date its founding to 2018. It closed a $29.6 million Series B in April 2025, led by Sageview Capital, according to press reports.
What it does
- Advisor matching network
- Account opening
- Tax-loss harvesting
- Direct indexing
Coverage
- Referral vendor Zoe Financial rewrites its ADV2 for fee hikes in its RIA TAMP that follow a censure, cease-and-desist order, and $450,000 civil penalty to atone for conflict disclosure failures in how it wears both hats
RIABiz, Oct 28
- SEC Charges Registered Investment Adviser Zoe Financial for Failure to Disclose Conflict of Interest
SEC, Sep 28
Others in Marketing
All Marketing vendors- SmartAssetConsumer finance site that matches readers with financial advisors.
- WealthtenderAdvisor review and directory platform with verified client reviews.
- AdvisorStreamContent and email marketing platform for advisors, owned by Broadridge.
- FMGMarketing and website platform for financial advisors, with texting and testimonial tools.
- Snappy KrakenMarketing automation platform for financial advisors, with websites and texting.