Grow & Protect Your Wealth
Let us find the best investment advisors for you
What’s your age?
Grow & Protect Your Wealth
Let us find the best investment advisors for you
What’s your age?
How To Find An Advisor
How To Find An Advisor
Get your top certified investment advisors
See the best investment advisors that Zoe’s algorithm finds for you.
Get your top certified investment advisors
See the best investment advisors that Zoe’s algorithm finds for you.
About Zoe
Zoe is a wealth platform that connects you with the best investment advisors near you. Investment advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of fiduciary investment advisors 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 investment advisors nationwide to ensure they are subject-matter financial and investment process 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
Advisors
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.
About Zoe
Zoe is a wealth platform that connects you with the best investment advisors near you. Investment advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of fiduciary investment advisors 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 investment advisors nationwide to ensure they are subject-matter financial and investment process 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 Advisors
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 An Investment Advisor?
The best investment advisors work with you towards your wealth goals. Work with a financial advisor 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?
The best investment advisors work with you towards your wealth goals. Work with a financial advisor 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 Advisors Easy
We accelerate your wealth, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide high-fee investment 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 investment advisors based on your goals and preferences so that you can choose the one that feels right for you.
Interview premier fiduciary investment advisors who lead with financial 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 Investment Advisors
- ○ 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 Investment Advisors
- ○ 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 investment advisor for you.
Ready to Grow Your Wealth?
Let us connect you with the best investment advisor for you