Zoe FinancialZoe 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.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Manhasset, New York
Excellent
Investments & Wealth · Greatneck, New York
Excellent
Showing 2 reviews with 4 stars · Clear filters
chris W.
a good referral that resulted in a hire
Response from Zoe FinancialFeb 2, 2026
Thank you, Chris, for sharing your feedback. We’re glad to hear the referral was helpful and appreciate you taking the time to leave a review. Best, The Zoe Team
Jennifer J.
Wish there were more female and POC advisors to choose from. I interviewed three FAs (two white men, one white woman). They were all professional, but one of the men seemed unsure of how to connect with me because my wealth was (1) not generational and (2) not in the millions…yet. I ended up choosing a female FA because she was interested in helping with my life goals and retirement timeline just as much as my fiancé’s.
Response from Zoe FinancialJul 8, 2022
Jennifer, thank you so much for your feedback. We absolutely agree that female and POC advisors are underrepresented in the industry and we are always striving to support and increase their presence both in the advisor community and our network. We are proud that our representation of female and POC advisors is higher than the industry average, but we will certainly not settle for that. Great to hear that you found the right advisor to help plan for you and your fiancee’s life and retirement goals! If we can be of any further assistance, please let us know. -Zoe Financial