Grow & Protect Your Wealth
Let us find the top wealth managers for you
What’s your age?
Grow & Protect Your Wealth
Let us find the top wealth managers for you.
What’s your age?
How To Find A Wealth Manager
How To Find A Wealth Manager
Get your top qualified certified wealth managers
See the experts that Zoe’s algorithm handpicks for you.
Wealth management is all about creating unique goals and solutions for you and your life. Whether you’ve already saved your first million, have come into some money, or are starting a new family, it’s never too early or too late to find the right certified wealth management advisor.
Think of your wealth manager as a trusted guide who provides personalized solutions for reaching your life goals. The right wealth manager is a partner on your financial journey through career changes, buying a home, divorce, retirement planning, and whatever other life events you might be going through.
Working with a wealth manager improves financial habits, builds confidence, and provides peace of mind. Aside from the psychological benefits, there are also proven monetary benefits. Find your certified wealth manager today.
About Zoe
Zoe Financial is a wealth platform that connects you with the right fiduciary, trustworthy, credentialed, and experienced wealth managers near you. Wealth management advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of fiduciary wealth managers in the United States.
Is your investment portfolio aligned with your values, expected returns, and protected from risk? Zoe Certified Advisors are evaluated among over 70,000 wealth management experts nationwide to ensure they are finance and wealth management experts committed to acting in your best interest.
Best Online Financial Advisor ’22 & ’23*
Series A Led by SoftBank
Most Innovative Companies 2022*
Zoe Certified
Wealth Managers
Assets Under Administration (AUA)
* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here.
Wealth management is all about creating unique goals and solutions for you and your life. Whether you’ve already saved your first million, have come into some money, or are starting a new family, it’s never too early or too late to find the right certified wealth management advisor.
Think of your wealth manager as a trusted guide who provides personalized solutions for reaching your life goals. The right wealth manager is a partner on your financial journey through career changes, buying a home, divorce, retirement planning, and whatever other life events you might be going through.
Working with a wealth manager improves financial habits, builds confidence, and provides peace of mind. Aside from the psychological benefits, there are also proven monetary benefits. Find your certified wealth manager today.
About Zoe
Zoe Financial is a wealth platform that connects you with the right fiduciary, trustworthy, credentialed, and experienced wealth managers near you. Wealth management advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of fiduciary wealth managers in the United States.
Is your investment portfolio aligned with your values, expected returns, and protected from risk? Zoe Certified Advisors are evaluated among over 70,000 wealth management experts nationwide to ensure they are finance and wealth management experts committed to acting in your best interest.
Best Online Financial Advisor ’22 & ’23*
Series A Led by Softbank
Most Innovative Companies 2022*
Zoe Certified Wealth Managers
Assets Under Administration (AUA)
* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here.
Is It Time To Hire A Wealth Manager?
A wealth manager can guide you to achieve your lifelong goals. Work with a top-rated wealth manager to:
Manage a Windfall
What is the most strategic way to use your newly acquired money?
Manage Investments
Is your portfolio aligned with your values, expected returns and protected from risk?
Life & Family Changes
Are you financially ready to grow your family or get divorced?
Plan for Retirement
Will your money decisions today take you to the life you want to live in the future?
Tax Planning
Is your current strategy effectively minimizing how much you pay in taxes?
Home Purchase
Do you know the best ways to address one of life’s biggest investments?
Is It Time To Hire An Advisor?
A wealth manager can guide you to achieve your lifelong goals. Work with a top-rated wealth manager to:
Manage a Windfall
What is the most strategic way to use your newly acquired money?
Manage Investments
Is your portfolio aligned with your values, risk tolerance, and expected returns?
Life & Family Changes
Are you financially ready to grow your family or get divorced?
Plan for Retirement
Will your money decisions today take you to the life you want to live in the future?
Tax Planning
Is your current strategy effectively minimizing how much you pay in taxes?
Home Purchase
Do you know the best ways to address one of life’s biggest investments?
How Zoe Makes Finding The Top 5% of Wealth Managers Easy
We accelerate your wealth, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide high-fee wealth management services. They earn fat commissions for pushing products and insurance, even when that is not in your best interests.
You deserve the best. Our matching algorithm connects you with the best wealth managers based on your goals and preferences so that you can choose the one that feels right for you.
Interview premier fiduciary wealth managers who lead with investment planning, specializing in working with families just like yours, provide transparent fees and honest services, and deliver value and peace of mind.
What To Evaluate When Interviewing Wealth Managers
- ○ You feel comfortable with them.
- ○ They show interest in your unique situation.
- ○ You see yourself working with them in the long term.
- ○ Their fee structure aligns with your needs.
- ○ They don’t push products and services.
- ○ They don’t promise you will beat the market.
What To Evaluate When Interviewing Wealth Managers
- ○ You feel comfortable with them.
- ○ They show interest in your unique situation.
- ○ You can picture working with them long-term.
- ○ Their fee structure aligns with your needs.
- ○ They don’t push products and services.
- ○ They don’t promise you will beat the market.
Ready to Grow Your Wealth?
Let us connect you with the best wealth management companies for you.
Ready to Grow Your Wealth?
Let us connect you with the best wealth management companies for you.