Founded in 2018 by Andres Garcia-Amaya, Zoe Wealth Management, Inc., operating as Zoe Financial, is a fintech company with a mission to improve access to high-quality, unbiased financial advice. The company operates as a curated platform that rigorously vets and selects independent, fiduciary financial advisors and RIA firms across the United States. Clients use Zoe's service to be matched with a suitable advisor based on their specific financial needs, goals, and location, ensuring the advisor is a fee-only fiduciary committed to acting in the client's best interest.

Founded in

United States