Zoe Financial Employee Directory

Q: What is Zoe Financial known for?

Zoe Financial was founded in 2018. Zoe Financial operates in the Financial Services industry.

Q: How many employees does Zoe Financial have currently?

Zoe Financial has approximately 65 employees.

Q: Who are Zoe Financial's key employees and leadership?

Zoe Financial's key employees include: Founder & Ceo: A. G., Vice President Of Sales: A. K., Vice President Of Compliance: C. S., Vp Of Investment Solutions: R. G., Head Of Business Operations: S. M..

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.

Find Zoe Financial employees' phone numbers or email addresses

Zoe Financial Global Highlights

North America
60

United States Of America
59
Cuba
1

South America
9

Colombia
5
Argentina
3
Ecuador
1

Africa
3

Mozambique
1
Liberia
1
Zambia
1

Asia
3

India
2
Malaysia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Zoe Financial's Leadership

A. K.
Vice President Of Sales
Mobile Phone
Email
C. S.
Vice President Of Compliance
Mobile Phone
Email
R. G.
Vp Of Investment Solutions
Mobile Phone
Email
S. M.
Head Of Business Operations
Mobile Phone
Email
N. D.
Head Of Finance
Mobile Phone
Email
A. G.
Founder & Ceo
Mobile Phone
Email
C. K.
Director Of Product
Mobile Phone
Email
M. W.
Director Of Client Services
Mobile Phone
Email

Zoe Financial Employee Metrics

100%

50%

2026

2025

Banking
Information Technology
Sales
Entrepreneurship
Quality Assurance
Other
Arts & Design

Contact profiles from Zoe Financial

Name

Title

Contact Info

Location

Last Update

A. G.
Founder & Ceo
Mobile Phone
Email
United StatesNew York
Feb 06, 2026
S. M.
Head Of Business Operations
Mobile Phone
Email
United StatesNew York
Feb 04, 2026
N. D.
Head Of Finance
Mobile Phone
Email
United StatesNew York
Feb 12, 2026
A. K.
Vice President Of Sales
Mobile Phone
Email
Aug 20, 2024
C. S.
Vice President Of Compliance
Mobile Phone
Email
United StatesNew York
Feb 06, 2026
C. K.
Director Of Product
Mobile Phone
Email
United StatesNew York
Feb 04, 2026
M. W.
Director Of Client Services
Mobile Phone
Email
United StatesNew York
Jan 26, 2026
C. P.
Marketing Director
Mobile Phone
Email
Aug 01, 2025
C. P.
Director Of Product
Mobile Phone
Email
Feb 04, 2026
S. A.
Director Of Front End Engineering
Mobile Phone
Email
Feb 04, 2026

Frequently Asked Questions

What is Zoe Financial known for?

Zoe Financial was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 666 Third Avenue 6th Floor New York, New York 10017 United States; you can contact the main corporate office by phone at

+1-646-522-****

. Explore Zoe Financial's company overview page for more information.

What is Zoe Financial's most common email format?

Zoe Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zoe Financial email formats with LeadIQ.

How many employees does Zoe Financial have currently?

Zoe Financial has approximately 65 employees as of February 2026. These team members are located across 5 continents, including North AmericaSouth AmericaAfrica.

Who are Zoe Financial's key employees and leadership?

As of February 2026, Zoe Financial's key employees include:

Vice President Of Sales: A. K.
Vice President Of Compliance: C. S.
Vp Of Investment Solutions: R. G.
Head Of Business Operations: S. M.
Head Of Finance: N. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.