February 2026 | 9 Founded by the trailblazer Andres Garcia-Amaya, CFA, Zoe was established to solve the inefficiencies within the wealth management industry and put the needs of its clients first. The influence of Andres, who is also Zoe’s CEO, can be seen through every element of the firm, and it is he who personally vets every advisor to join the network accessible to clients through the aforementioned marketplace. He also spearheaded the creation of the Zoe Wealth Platform, for which Zoe has received its title in this feature. Offering cutting-edge custodian, cashiering, and investment capabilities in one place, the Zoe Wealth Platform offers automation, direct indexing capabilities, and multi-manager models to deliver a personalised investment strategy and a white-glove service to every client, regardless of their portfolio size. Complementing this is an all-in-one dashboard to allow clients and advisors to monitor performance, whilst Salesforce integration helps to simplify client onboarding. In short, this makes smart investing solutions more accessible. Thanks to Zoe, it is no longer necessary to cobble together singlepoint solutions to make a business run, as its end-to-end platform allows everything to be performed in one place, from portfolio rebalancing to custodial duties. Such a capability, combined with the task delegation of Zoe’s teams, helps to unlock real business growth. Anna explained: “Zoe combines all the solutions in a seamless experience that reduces administrative headache and operational strain for advisors.” This allows advisors to scale whilst improving client outcomes. Returning back to Zoe’s mission, which it values above all else, success is measured directly against this, translating into some interesting differentiators for the firm. For example, its advisors are compensated via a revenue-sharing model as opposed to the traditional pay-per-lead format, and users of the platform are not required to pay a subscription fee, with the firm instead compensated with a percentage of the assets managed. As a result, Zoe is tied directly to the success of its advisors and their clients in a way that its competitors are not. “At Zoe, we understand that wealth management deals with the life savings and life’s work of our clients. We treat our work with the gravity it deserves and build our culture around it.” A successful Series B funding of $30 million will see the platform continue to embody Zoe’s mission on a daily basis, preserving it through a series of innovative and industry-leading solutions. These include improving advisor insights and reporting AI, as well as creating a high-quality, mobile-first experience for those on the platform – recognising that much of our financial lives today happen on our phones – and expanding the services it offers to advisors. These The mission of Zoe Financial, a US-based investment adviser operating out of New York and Bogota, is to protect and grow its clients’ wealth. Through two integrated offerings, the ‘Find an Advisor’ marketplace and the Zoe Wealth Platform, it does exactly that. Combined, these provisions offer an end-to-end experience that stimulates business growth whilst delivering a seamless a wealth management experience for clients. Named the Best Wealth Management & Financial Planning Platform 2026 – New York as a result, Zoe’s own Anna Lawrence caught up with us for more. Make Wealth Management Simple with Zoe will allow it to continue redefining modern wealth management and drive value for both advisors and clients. More on Zoe Financial’s Zoe Wealth Platform can be found at the link listed below. Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Zoe Securities, Inc. (“Zoe Securities”) is a broker-dealer registered with the SEC and a member of FINRA and SIPC. Registration does not imply a certain level of skill or training. The information provided is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Zoe Financial is independent and not affiliated with advisors and registered investment advisors (RIA) in our network. Comments made by the advisors/RIAs are their own and do not reflect those of Zoe Financial. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. “Testimonials presented herein are from current platform users who received no compensation for their statements, and their experiences may not be representative of all clients. Third-party rankings and awards mentioned are based on independent criteria, do not guarantee future performance, and involved no fees for receipt.” Contact Details (To Be Published) Contact: Anna Lawrence Company: Zoe Financial Web Address: https://zoefinancial.com/
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