Zoe Financial Named to Fast Company’s Most Innovative Companies 2022
NEW YORK, March 8th, 2022 — Zoe, a leading wealth platform, has been named to Fast Companyʼs prestigious 2022 list of the Worldʼs Most Innovative Companies, ranking among the top ten companies in the personal financial services industry.
“Zoe being named among the Worldʼs Most Innovative Companies is great validation that what weʼre doing is creating a real impact in the world. With Zoe, Americans can access top wealth planning services once only available to the ultrawealthy,” said Andres Garcia-Amaya, CFA®, Zoeʼs Founder & CEO. “What sets us apart from the rest of the industry is that we keep the consumer at the heart of everything we do. We take the time to understand their dreams, struggles, and relationships with wealth. We are laser-focused on improving their experience through constant innovation,” he added.
With this award, Zoe joins the ranks of leading finance businesses worldwide such as Apex Clearing, Sequoia Capital, Carta, Public, and Angellist. Garcia-Amaya revealed some of the pivotal factors that contributed to attaining this esteemed designation.
Zoe was created to democratize wealth planning. The New York-based company enables mass affluent Americans to access high-quality financial advice and accelerate their wealth creation. Zoe understands that while everybody wants to feel financial peace of mind, the traditional cookie-cutter and product-centric industry has prevented most from achieving it.
The Zoe Advisor Network strives to reflect what the modern client is seeking: a diverse advisor network. For instance, African American and Hispanic advisors represent 10% of the Zoe network vs 4.5% in the industry. Zoeʼs wealth platform empowers clients that have traditionally been ignored by the wealth management industry to hire advisors who are
best suited to achieve their wealth goals, while also ensuring a “personality fit” to form long-lasting partnerships.
“It all started with wanting to help people embrace their financial lives with confidence. That is what clients deserve. This award is a great milestone, but for us, it is just the beginning of many more great things to come,” said Garcia-Amaya.
Find an Advisor at www.zoefin.com
About Zoe
Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding and hiring a financial advisor. Through Zoe’s Platform, you will be matched with Zoe Certified Financial Advisors across the United States, based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country.
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Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.
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