Jan 20, 2022 11:43 EST
NEW YORK, January 20, 2022 (Newswire.com)
Zoe, a digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced today one of their 2021 partnerships. The registered independent advisory firms (RIAs) that join Zoe are qualified and vetted prior to joining the Network. This is how the company ensures having the right interest-aligned advisors to connect clients with.
One of 2021’s additions to the Zoe Network was Exencial Wealth Advisors, a firm that works under the philosophy that integrated financial advice is better than fragmented strategies. Their advisors take into account each client’s whole financial picture, including investment, planning, taxes, estate, and risk altogether to create a robust, personalized wealth management plan. Moreover, the firm has…