Every day, the first question we ask ourselves at Zoe is: How does this help the client? Our clarity in our purpose makes Zoe the go-to choice for Americans seeking a financial advisor. It is an honor to receive the distinction of NerdWallet’s 2024 Best-Of Awards winner for Best Online Financial Advisor for the third year.

We strive to deliver a premier, trustworthy, and curated service for our clients. From finding an advisor to managing one’s investments, we help more individuals and families grow and protect their wealth. 

About the Award **

NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small and mid-sized businesses (SMBs), released their “2024 Best-Of-Awards” recognizing the best financial products across Banking, Credit Cards, Insurance, Investing, Mortgages, Personal Loans, and Travel Rewards. The Best Online Financial Advisor category had fierce competition from players striving to redefine and support how people manage their finances in the digital age. Zoe Financial’s consistent win in this category is a badge of honor, showcasing not just excellence but a sustained commitment to transforming the financial well-being of our clients.

Reflecting on 2023

The journey to winning Best Online Financial Advisor in 2024 didn’t start this year; it’s a culmination of the past six years’ efforts, learnings, and successes. In 2023, Zoe Financial continued to push boundaries, introducing The Zoe Wealth Platform, allowing us to provide a truly end-to-end digital experience. From the moment someone decides to search for an advisor to open and fund an account, to start working with their ideal advisor all in one place. The acknowledgment by NerdWallet is not just an award; it’s a recognition of the continuous evolution and improvement that Zoe Financial brings to consumers.

What Is Coming Up

This year will continue to bring exciting developments, innovations, and services from Zoe Financial. 

Founder & CEO, Andres Garcia-Amaya, CFA, sees this win as a collective triumph. “This acknowledgment underscores the commitment and excellence the Zoe team strives for and the outstanding financial advisors in our network. Their dedication to excellence and ensuring client success has been instrumental in reaching significant milestones.” He acknowledges the trust bestowed upon Zoe by its clients, the dedication of the advisors within the Zoe network, and the hard work of the entire Zoe team. 

Here’s to another year of innovation, excellence, and financial empowerment with Zoe Financial!

Disclosure: *Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating. Find more information on NerdWallet Awards, and additional disclosures at https://zoefin.com/award-disclosures/ 

**NerdWallet (Nasdaq: NRDS) is on a mission to provide clarity for all of life’s financial decisions. As a personal finance website and app, NerdWallet provides consumers with trustworthy and knowledgeable financial information so they can make smart money moves. From finding the best credit card to buying a house, NerdWallet is there to help consumers make financial decisions with confidence. Consumers have free access to our expert content and comparison shopping marketplaces, plus a data-driven app, which helps them stay on top of their finances and save time and money, giving them the freedom to do more. NerdWallet is available for consumers in the U.S., United Kingdom, Canada and Australia.

“NerdWallet” is a trademark of NerdWallet, Inc. All rights reserved. Other names and trademarks used herein may be trademarks of their respective owners. For more information, visit nerdwallet.com.