Find Your Wealth Manager

You deserve an advisor you can trust. Let us connect you with an independent, fiduciary wealth manager.

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* 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 wealth manager. 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.

Zoe Financial | Nerdwallet
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Zoe Financial | WSJ
Zoe Financial | New York Times
Zoe Financial | Think Advisor
Zoe Financial | CNBC
Zoe Financial | Business Insider
Zoe Financial | CNN Money

How It Works

Get Matched

Our algorithm handpicks the wealth manager best suited to your unique situation.

Have a Conversation

Connect with your wealth manager matches and find the right one for you.

Start Your Growth

Build a relationship with a trusted expert and grow your wealth.

Trusted by Investors and Top Operators from

Nationwide Advisor Network

We have premier vetted and certified wealth managers across the United States.

  • Experienced
  • Fiduciary
  • No sales
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Find Your Local Advisor

Select Your Region

The Value of a Wealth Manager

$1,693,177 No Advisor
$3,524,237 With Advisor
25 Year Investment
i

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 wealth managers. This means you only work with the best of the best.

Credentials & Education

We separate wealth managers 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 wealth manager in our network has in-depth expertise.

Unbiased & Transparent

All Zoe-associated wealth managers 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 wealth managers.

Find An Advisor

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