zoefin.com

4.9
4.9 Based on 81 reviews

Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Zoe’s mission is to help grow and protect wealth through exceptional client experience and innovative technology. Through Zoe’s platform, ...

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Customer
Highly Recommend

We received 2 recommendations - both were great matches based on our needs. Preston @ Zoe was super helpful. Could not be happier with the level of service and quality, tailored recommendations. Thank you!

5
Date of experience: Aug 22, 2025

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Business Details

  • Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Zoe’s mission is to help grow and protect wealth through exceptional client experience and innovative technology.

    Through Zoe’s platform, you can connect with financial advisors across the United States based on your unique financial situation.





             
          


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  • email marketing@zoefin.com
  • call 6466809244
  • language https://zoefin.com

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