* 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.
Thousands of families nationwide have found a trusted financial advisor at zoefin.com
How It Works
Get Matched
Our algorithm handpicks the advisor
best suited to your unique situation.
Have a Conversation
Connect with your advisor matches
and find the right advisor for you.
Start Your Growth
Build a relationship with a trusted expert
and secure your financial future.
Trusted by Investors and Top Operators from
Nationwide
Advisor Network
We have premier vetted and certified advisors across the United States.
