Zoe Financial
About
Zoe is a wealth platform with the mission to help grow and protect clients’ wealth. Zoe’s platform brings account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into one cohesive advisory experience. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is, “How does this help the client?” 2. Act with urgency We don’t leave for tomorrow what can be done today 3. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes.
US
666 Third Ave, New York, New York
10017
Privately Held
63
Financial Services
Tax Strategy; College Planning; Investment Strategy; financial planning; Financial Advisor; Wealth Management; Financial Planning
Top Decision Makers · 2
VP of Investment Solutions
Rajesh Gaur, CFA
United States
******@***.com
Phone
(**) *** ****
Account Executive
Cassie Stancil
United States
******@***.com
Phone
(**) *** ****
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