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Zoe Financial Reviews | Read Customer Reviews of zoefin.com

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Money & Insurance
Investments & Wealth
Zoe Financial

Zoe FinancialReviews of zoefin.com

4.990 reviews
Investments & Wealth
666 3rd Avenue, New York, New York

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Zoe Financial4.9

Reviews90 About Contact

Overall score

4.9 out of 5

Excellent

Average of 90 reviews

Distribution

5★94%
4★2%
3★0%
2★1%
1★2%

What customers rate

Detail scores appear once 5 customers have rated them.

Contact & location

(646) 680-9244
zoefin.com
[email protected]
666 3rd AvenueNew York, NY 10017

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About Zoe Financial

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.

Zoe Financial (zoefin.com) has 90 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.

Also known as: zoefin.com
Website: zoefin.com
Category: Investments & Wealth
Location: New York, New York
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 72% of reviews.
Latest: Most recent review: August 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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Zoe Financial reviews

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Katie W.
Oct 4, 2025
Zoe Financial scam email
I got an email from no-reply at notify.zoefin.com thanking me for joining them and to review an attached form. This was peculiar because I haven’t signed up for Zoe Financial. I believe this js a scam that needs fixing asap
Response from Zoe FinancialFeb 2, 2026
Hi Katie, thank you for sharing your feedback. We’re glad we were able to connect directly and address your concerns. We understand how unexpected outreach can feel overwhelming, and we’ve updated your preferences so that you will no longer receive communications from us. We appreciate you bringing this to our attention. Best, The Zoe Team
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Marcus
Jul 5, 2022
I got very little help
I got very little help. I got charged $365 and there was almost nothing told to me that I didn't already know. The advisor was on vacation the week prior to our meeting and I don't think he spent a lot of time analyzing our financial situation. He did not leave us with any paperwork. He did not look at our allocation of Investments and did not make a one time recommendation! I think I would like my money back or at least part of it!
Response from Zoe FinancialJul 8, 2022
Marcus, my sincerest apologies that your experience did not live up to the Zoe standard and I appreciate you sharing your candid feedback. I am glad that we were able to connect today and help remedy the situation and provide a refund. We are always here as a resource. -Zoe Financial
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