ZoeFin
@zoefin.com
Discover Zoe's unified wealth management software and platforms—empowering advisors and clients with modern tools for smarter financial outcomes.
ZoeFin's Company Logos


ZoeFin's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#E0AC6D
Harvest Gold
224, 172, 109
33, 65, 65
0, 23, 51, 12
#EFEBE5
Pampas
239, 235, 229
36, 24, 92
0, 2, 4, 6
#012E48
Prussian Blue
1, 46, 72
202, 97, 14
99, 36, 0, 72
About ZoeFin
ZoeFin is a modern wealth platform that aims to revolutionize wealth management. They offer a curated selection of fiduciaries, financial advisors, and financial planners, ensuring that you work with only the top 5% of advisors in the country. With ZoeFin, wealth creation becomes tailored and convenient, thanks to their innovative technology and exceptional client service.
ZoeFin is driven by a commitment to put the client first and provide the best possible service. They believe that wealth management should no longer be limited to the ultra-wealthy, and they strive to make it accessible, effective, and cost-efficient for everyone. They are backed by renowned institutions like SoftBank and have support from industry experts at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash.
With $0 B+ assets under administration (AUA) and more than 0k+ associated advisors, ZoeFin has already earned a reputation for their expertise and trustworthiness. They have served thousands of families and have received recognition from Nerdwallet as the Best Online Financial Advisor for 2022. ZoeFin's core values embody their client-centric approach, urgency, impact, optimism, and teamwork.
They are committed to defending your goals, your time, and your dreams, and they will go above and beyond to help you grow your wealth with clarity and ease. If you're ready to take control of your financial future and grow your wealth, ZoeFin is here to assist you. Start your journey with ZoeFin's qualified wealth planners and experience the benefits of their exceptional service
Brand industry
Finance
Company type
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Year founded
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Company size
11-50 employees
