What departments does Zoe Financial have?

Zoe Financial has employees across 10 departments including Product Management, Operations, Finance, Sales, Engineering.

What is the largest department at Zoe Financial?

The largest department at Zoe Financial is Sales with 7 employees.

Where are Zoe Financial employees located globally?

Zoe Financial has employees across 5 continents and 11 countries including Mozambique, Liberia, Zambia, India, Malaysia.

How has Zoe Financial's team size changed over time?

Zoe Financial's team has decreased from approximately 57 to 52 employees based on available data.

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Zoe Financial Employee Directory

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 Product Experience: C. K..

Financial ServicesNew York, United States51-200 Employees

Zoe Financial operates as a digital wealth platform within the financial services industry, focused on helping clients grow and protect their wealth. Its platform consolidates activities such as account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into a single advisory experience. The service targets registered investment advisors and mass affluent clients, aiming to simplify wealth management while delivering more personalized outcomes. The company is based in New York City and is characterized as a mid-sized firm.

In March 2026, Zoe Financial was named Wealth Management Company of the Year at the FinTech Breakthrough Awards, reflecting external recognition of its work in the wealth management space.

Zoe Financial Global Highlights

North America
57

United States Of America
56
Cuba
1

South America
11

Colombia
7
Argentina
3
Ecuador
1

Africa
3

Mozambique
1
Liberia
1
Zambia
1

Asia
3

India
2
Malaysia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

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
C. K.
Head Of Product Experience
Mobile Phone
Email
C. P.
Head Of Product 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

Zoe Financial Employee Metrics

100%

50%

2026

2025

Banking
Information Technology
Sales
Entrepreneurship
Quality Assurance
Other
Arts & Design
Finance

Contact profiles from Zoe Financial

Name

Title

Contact Info

Location

Last Update

J. G. M.
Trading Ops Analyst
Mobile Phone
Email
Mar 19, 2026
S. M.
Business Insights Analyst
Mobile Phone
Email
United StatesNew York
Mar 27, 2026
R. G.
Vp Of Investment Solutions
Mobile Phone
Email
United StatesNew York
Jun 12, 2026
M. W.
Director Of Client Services & Ria Partnerships
Mobile Phone
Email
United StatesNew Jersey
Jun 12, 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 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 63 employees as of June 2026. These team members are located across 5 continents, including North AmericaSouth AmericaAfrica.

Who are Zoe Financial's key employees and leadership?

As of June 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 Product Experience: C. K.
Head Of Product Solutions: C. P.

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Zoe Financial Employee Directory

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