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Zoe Financial Hits $1 Billion in Assets on Its Way to $1 Trillion

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Wealth Management marketplace Zoe Financial today announced it has reached $1 billion in assets under administration (AUA) after launching just 3 years ago.

Press Release

updated: Jun 29, 2021

Zoe Financial, a digital marketplace that empowers consumers to find and hire vetted financial advisors, announced today it has reached $1 billion in assets under administration (AUA).

In the last three years, Zoe’s growth trajectory has been momentous. They have now referred thousands of clients across the country to highly-vetted fiduciary financial advisors and count with over $1 billion in AUA. This landmark growth is owed to their frictionless AI-driven algorithm, unique business model, and highly curated network of independent, fiduciary financial advisors.

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