* 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 fiduciary 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 fiduciary financial advisor best suited to your unique situation.
Have a Conversation
Connect with your advisor matches
and find the right fiduciary financial 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 fiduciary financial advisors across the United States.
Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
The Highest Standard of Trust
Our due diligence process only approves the top 5% of fiduciary financial advisors. This means you only work with the best of the best.
Credentials & Education
We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Fiduciary financial advisors without the required designation are excluded.
Experience
With experience comes knowledge. We ensure that every fiduciary financial advisor in our network has in-depth expertise.
Unbiased & Transparent
All Zoe-associated advisors are fiduciaries. They are required to be unbiased, transparent, and act in your best interest.
Investment Knowledge
We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.
Financial Planning
We assess their communication skills and overall client experience.
Ready to Grow Your Wealth?
Let us connect you with the most qualified fiduciary financial advisors.
