Zoe Financial
Financial ServicesNew York, United States51-200 Employees
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.
https://zoefinancial.com/social-disclosures
1-888-653-2347 
support@leadiq.com 
