Founded by Andres Garcia-Amaya in 2018, Zoe Financial aims to accelerate wealth creation by helping individuals and families find and hire trusted financial advisors. The company's core service is a rigorous vetting process for financial advisors, ensuring they are fiduciaries, highly qualified, and have clean disciplinary records. Clients use Zoe's algorithm-based matching service to be paired with up to three suitable advisors for free, streamlining the search for professional financial guidance.

Founded in

United States