Zoe wins Nerdwallet Award for Best Online Financial Advisor 2022


NEW YORK – January 11, 2022 – (Newswire.com)

Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, received the Nerdwallet Award for Best Online Financial Advisor 2022.

The Nerdwallet Best-Of Awards began with the goal of giving customers the tools to take control of their money and financial decisions. Winners are selected by a pool of over 48 writers and editors who have years of experience providing clients with more objective information to make the right moves.

Zoe’s mission is to make wealth creation bespoke and convenient through exceptional customer experience and innovative technology. “To achieve this goal, the customer has been the North Star from day one. This is our MO. We are transparent with our clients, we fight for them and we seek to delight them, ”said Andres Garcia-Amaya, CFA®, founder of Zoe Financial.

Referring to the award, Garcia-Amaya added, “2021 has been a big year for Zoe, and this award reflects that. When you have a whole team of people committed to the business and its growth, great things happen! Without the hard work and constant efforts of each person, this would not have been possible. Along with the announcement of this achievement, Zoe shared some of the milestones their team has achieved over the past year.

In addition to helping thousands of clients across the country find and hire the perfect financial advisor for them, Zoe reached $ 1.5 billion in assets under administration, shortly after raising a round of $ 10 million Series A investment, led by SoftBank’s Opportunity fund, allowing them to continue developing their platform and growing their team. In fact, Zoe’s team has grown threefold in 2021. Notably with the addition of two new members of the management team, Christy Matzen, CFP®, as Director of Financial Planning, and Rajesh Gaur , CFA®, as head of investment solutions. .

Having a consumer-centric strategy, Zoe has released several product features including the Financial Snapshot Tool which allows users to uncover important financial information about their lives.

Additionally, Zoe has welcomed several interest-aligned companies into their meticulously vetted network. Some of the new partnerships are Modera Wealth, Vista Wealth Management, Alchemist Wealth, Perigon Wealth Management, Mercer Advisors, Better Money Decisions, Farther, Forum, Commas, among others. Additionally, to enable advisors in their network to deliver a better experience to their clients, in 2021 Zoe began working with software and investment solutions partners such as Ethic, Betterment for Advisors, and Wealthbox.

“While 2021 has been a great year, we are just getting started. Many wealth management players are still archaic, cookie-cutter and subject to hidden costs. Creating wealth doesn’t have to be inaccessible, inefficient or expensive. People deserve better. In 2022 and the years to come, we are committed to delivering on our promise to move mountains to help people develop their wealth with clarity and ease. We are Zoe, ”said Andres Garcia-Amaya, CFA®.

Learn more about Zoe on www.zoefin.com.

About Zoe

Zoe was founded with one mission: to make heritage creation tailor-made and practical through exceptional customer service and innovative technology. The company’s algorithm removes the friction associated with choosing a financial advisor. Through Zoe’s platform, you will be matched with Zoe Certified Financial Advisors across the United States, based on your unique financial situation and goals. Zoe’s carefully curated network of financial advisers and interest-aligned financial planners includes only the richest 5% in the country.

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Zoe wins Nerdwallet Award for Best Online Financial Advisor 2022


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