February 2026 | 9 Zoe Financial, Inc. (“Zoe Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission. Zoe Financial provides investment advisory services and access to independent registered investment advisors 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 personalised 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, and those firms/individuals were not compensated. Clients do not pay Zoe a fee to connect with advisors or use the wealth platform. Instead, advisors compensate Zoe in a revenue-sharing model. Clients should be aware that advisor fees may reflect costs associated with platform usage. Zoe Financial did not pay any fee or provide any compensation to Corporate Vision in connection with its consideration for or receipt of the “Best Wealth Management & Financial Planning Platform 2026 – New York” designation. Selection criteria included company innovation, industry impact, client satisfaction, and social responsibility. This award is not indicative of Zoe Financial’s future performance, the experience of any individual client, or the quality of investment advice provided. Clients and prospective clients should not rely on this award as the sole basis for evaluating Zoe Financial’s services. For full details regarding the award methodology and selection process, please visit https://www.corporatevision-news.com/awards/cv-technology-excellenceawards/. This content appears in Corporate Vision magazine, a UK-based publication. Zoe Financial’s services are available to US-based clients only and are regulated by US authorities. Zoe Financial is not authorised or regulated by the UK Financial Conduct Authority (FCA). This content does not constitute a financial promotion under UK regulations Contact: Sofia Pedraza Company: Zoe Financial Web Address: https://zoefinancial.com/ Founded by trailblazer Andres Garcia-Amaya, CFA, Zoe Financial simplifies how prospective clients connect with fiduciary advisors and works to solve operational inefficiencies for RIAs. Zoe provides a curated network of advisors to clients through the aforementioned marketplace and equips advisors with the technology to streamline their practices through the Zoe Wealth Platform, for which Zoe has received its title in this feature. In addition to 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 personalised investment strategies and white-glove service to every client, regardless of portfolio size. An all-in-one dashboard allows clients and advisors to monitor performance, whilst Zoe’s client success team helps simplify and accelerate client onboarding. In short, Zoe makes smart investing solutions more accessible to more clients without increasing the burden on advisors. With Zoe, RIAs do not need to cobble together single-point solutions to make their business run. Zoe’s end-to-end platform allows everything to be performed in one place, from portfolio rebalancing to custodial duties. These capabilities, combined with task delegation to Zoe’s teams, help unlock business growth for RIAs. Zoe aims to provide a seamless experience that reduces administrative headache and operational strain for advisors. This allows advisors to scale whilst improving client outcomes. Zoe measures its success directly against its mission. Because Zoe prioritizes the client experience, clients do not pay Zoe a fee to connect with advisors or use the wealth platform. Instead, advisors compensate Zoe in a revenue-sharing model. As a result, Zoe’s success aligns directly with the success of both the advisors and the clients. “At Zoe, we understand that wealth management deals with the life savings and life’s work of clients. We treat our work with the gravity it deserves and build our culture around it.” —Andres Garcia-Amaya, CFA, Zoe Financial CEO and Founder | Feb. 20, 2026 A successful Series B funding of $30 million positions Zoe and the wealth platform to continue to innovate with client-first solutions. Recognising that much of people’s financial lives happen on their phones, Zoe is working to develop a highquality, mobile-first experience for those on the platform, as well as improving advisor insights and AI reporting. These planned improvements will allow Zoe to continue to redefine modern wealth management and drive value for advisors and clients in the future. More on Zoe Financial’s wealth platform can be found at the link listed below. Zoe Financial, a US-based investment company operating out of New York, has one mission: to protect and grow clients’ wealth. Through the ‘Find an Advisor’ marketplace and the Zoe Wealth Platform, Zoe works to do exactly that. These integrated offerings help stimulate business growth for RIAs whilst delivering a seamless wealth management experience for clients. Zoe has been named the Best Wealth Management & Financial Planning Platform 2026 – New York. Make Wealth Management Simple with Zoe Financial
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