Zoe can help you find an independent, fiduciary financial advisor that sees the world the way you do. Aside from vetting their knowledge and process, they screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it.

Finance

Zoe Financial

Zoe Financial's headquarters in New York, NY, United States

Andres Garcia-Amaya

Rajesh Gaur, CFA

Christy Matzen

Alexander Kemp

Dillon Ferguson

The Engineering Team at Zoe Financial is responsible for designing, developing, and maintaining the company's digital platform that connects clients with independent fiduciary financial advisors. This team collaborates to enhance user experience through frontend features and ensures the backend systems operate seamlessly. They also implement rigorous quality assurance measures to guarantee the reliability and security of the platform, ultimately supporting Zoe's mission to align financial guidance with clients' best interests.

Engineering Team

The Marketing and Sales Team at Zoe Financial is responsible for driving brand awareness and client engagement through targeted marketing strategies and efficient sales processes. They work together to identify and attract potential clients, manage relationships with advisors, and ensure a seamless onboarding experience. This team focuses on communicating Zoe’s unique value proposition, fostering client success, and optimizing sales operations to meet the growing demand for fiduciary financial advising.

Marketing and Sales Team

The Product Development Team at Zoe Financial is responsible for creating and enhancing the tools and platforms that connect clients with independent fiduciary financial advisors. By collaborating on product design, user experience, and strategic features, the team ensures that the services offered are intuitive, effective, and aligned with the company's mission to prioritize client interests over commission-based incentives.

Product Development Team

The Finance Team at Zoe Financial is responsible for managing the company's financial operations and ensuring accurate billing and budgeting practices. This team works closely with financial advisors to develop strategic financial plans, monitor financial performance, and optimize resource allocation, all while maintaining a focus on client-centric fiduciary standards. Their ultimate goal is to support the company's mission of providing trustworthy, independent financial advice.

Zoe Financial

Org chart

Teams

Engineering Team

Marketing and Sales Team

Product Development Team

Finance Team

Offices

Zoe Financial

Org chart

Teams

Engineering Team

Marketing and Sales Team

Product Development Team

Finance Team

Offices

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