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Beyond Lead Generation: How Zoe’s Wealth Platform Supercharged Capasso Planning Partners’ Growth

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Zoe, a leader in connecting highly-vetted financial advisors with pre-qualified prospective clients, released today new data on their partnership with Capasso Planning Partners, a registered independent advisory firm (RIA) of experienced wealth managers.

Press Release

Jan 18, 2022 17:27 EST

Zoe, a digital wealth management platform that connects clients with the best interest-aligned financial advisor for them, publicly shared today their ongoing partnership with Capasso Planning Partners. Instead of offering basic lead generation for financial advisors, Zoe works in partnership with RIAs through every stop of the client acquisition process. Thanks to the high-quality clients Capasso works with through the Zoe Platform, the advisory firm has significantly grown its assets under management (AUM) over the course of this…

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