Americas Best TAMPS 2024 - 42

2024 AMERICA'S BEST TAMPS
ZOE WEALTH
PLATFORM
Andres GarciaAmaya,
CFA
Founder and CEO
Zoe Financial * 666 3rd Ave, New York, NY 10017
zoefin.com/wealth-platform/
Zoe Financial is a digital-first platform where clients find, hire,
and grow their wealth with trusted financial advisors. Zoe has
been recognized as one of Fast Company's 2022 Most Innovative
Companies* and aims to provide a delightful, low-friction, digital endto-end
experience for financial advisors and their clients.
Zoe's innovative Wealth Platform first connects clients with trusted
advisors nationwide. One of its key features is seamless client
onboarding, by reducing a several-week-long process to just a few
minutes. Once clients hire an advisor and open their accounts, they can
automatically access a state-of-the-art client dashboard that provides a
holistic view of all their investments.
Zoe Financial's innovative
Wealth Platform is for
fast-growing RIA firms who
want to scale efficiently.
Zoe empowers firms with a
strong referral channel and
a fully digital end-to-end
wealth platform.
Advisors can save time
developing impactful
relationships with clients
instead of countless hours
onboarding, trading, and
managing administrative
tasks. The seamless digital
account opening and funding
process will have prospects
onboarded in just a few
minutes.
Your clients get a stateof-the-art
dashboard to
track account balances
and performance, manage
money movement, and
access account statements.
Clients are fully supported by
Zoe's Service Team to take
on any questions related to
onboarding, ACATs, cash
transfers, trading, and
general inquiries.
Lastly, Zoe gives you the
ability to build personalized
portfolio models that can be
automatically rebalanced,
ensuring your clients are
always properly invested.
Automated trade execution
and reconciliation free up
time for you to focus on what
matters most-your clients.
Learn more at zoefin.com/
wealth-platform/.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
GROWTH
ORGANISATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
CLIENT-FACING
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
PERFORMANCE REVIEWS
CLIENT PORTAL
CUSTOMIZED PORTFOLIOS
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
42
CUSTOM REPORTING SUITE
INSTITUTIONAL CLIENT SUPPORT
MARKETING SUPPORT
MODEL MARKETPLACE
TAX-LOSS HARVESTING
Zoe's platform allows advisors to transfer money, build and rebalance
portfolios, track account performance, and generate bills on client
accounts all in one place.
Noteworthy features include:
* Digital Account Opening: Zoe's digital platform allows clients to
open and fund multiple accounts in just a few clicks.
* Digital ACATs & Cash Transfers
* Commission-Free Fractional Trading
* Model Marketplace: Advisors can choose bespoke portfolios from
industry-leading providers like BlackRock, Vanguard, and State
Street or build custom models using an open architecture platform,
including stocks, ETFs, ETNs, mutual funds, CEFs, and others.
* Automatic Rebalancing: Free up hours each week by setting
rebalancing on autopilot, ensuring your clients stay invested with the
right allocation.
* Billing and Performance Reporting: Create custom fee schedules
in minutes, automatically generate invoices, and track investment
performance across multiple accounts.
*Most Innovative Companies is a rating given by Fast Company for the calendar
year '22, recognizing the organizations that are transforming industries and shaping
society. Zoe Financial did not compensate Fast Company for the award. Best Online
Financial Advisor is a rating given by NerdWallet as a Best-Of Awards Winner for the
calendar years '22, '23, & '24, based on several criteria to compare companies that
provide financial planning services online or connect users with a financial advisor.
Zoe Financial did not compensate NerdWallet for the rating. Find more information at
zoefin.com/award-disclosures.*
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
TM
New business contact:
Jeff Neikrie, VP of Business
Development
Phone: (973) 525-7287
Email: jeff@zoefin.com
Website: zoefin.com/wealthplatform/
CONTACT
KEY
TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Andres
GarciaAmaya,
CFA
Founder/CEO
Rajesh
Gaur, CFA
VP of Investment
Solutions
Dillon
Ferguson,
CFP®
VP of Product
Type of Program: Apex
Clearing Corp. automated
rebalancing, performance
reporting, digital account
opening
Total Assets in Program: N/A
Year Program Began: 2023
Managers on Platform
Vetted: No
Managers GIPS®
Compliant: No
Types of Products Available:
Advisor as PM, advisordirected
mutual fund, advisor
managed, back-office
support for CPA RIAs, billing,
custom models, customizable
portfolios, model portfolios,
multi-asset strategies, open
architecture, TAMP, tax
managed, third-party model
portfolios, trading OMS
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Independent advisors (IARs),
RIAs
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: No
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: No
Custodians Supported: Apex
Clearing Corp.
Asset Allocation
Methodologies: By asset
class, by risk level
https://zoefin.com/wealth-platform/ https://zoefin.com/wealth-platform/ http://zoefin.com/wealth-platform/ https://zoefin.com/wealth-platform/ https://www.linkedin.com/in/andrgarc/ https://www.linkedin.com/in/rajesh-gaur/ https://www.linkedin.com/in/dillon-ferguson-cfp®-9a484429/ https://zoefin.com/award-disclosures/ https://zoefin.com/wealth-platform/ https://zoefin.com/wealth-platform/
Americas Best TAMPS 2024

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