Zoe Partners With Accounting Today Top Firm, BerganKDV Wealth Management
Zoe, a digital platform that connects clients with unbiased advisors to accelerate their wealth creation,
Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth.
Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management
Post Views: 263 Zoe, a digital wealth platform that connects clients with highly-vetted interest-aligned financial advisors, announced their partnership with Parkshore Wealth Management. The partnership enables clients to connect with Parkshore’s advisors through Zoe. The California-based registered independent advisory firm (RIA) offers comprehensive financial planning services to help clients achieve their “why.” Each of Parkshore’s…
Zoe Announces Its Partnership With Vincere Wealth Management
Post Views: 254 Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory…
Zoe Wins Nerdwallet’s 2022 Best Online Financial Advisor Award
Post Views: 251 Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was awarded Nerdwallet’s 2022 Best Online Financial Advisor. Nerdwallet’s Best-Of awards started with the purpose of giving clients the tools to take control of their money and their financial decisions. Winners are selected by a group of over 48…
Zoe Financial Announces Partnership With Digital Wealth Management Innovator Farther Finance
Post Views: 364 Zoe Financial, a New York-based digital marketplace that connects clients with highly vetted fiduciary wealth managers nationally, announced today a new partnership. Zoe’s meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice. Committed to having the…
