* 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
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Our algorithm handpicks the financial advisor best suited to your unique situation.
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and find the right financial advisor for you.
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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.
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
Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.
Credentials & Education
We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Advisors without the required designation are excluded.
Experience
With experience comes knowledge. We ensure that every advisor in our network has in-depth expertise.
Unbiased & Transparent
All 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.
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