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The Valueof a Great Advisor
A great advisor can add as much as 3% more to your annual returns.
With Zoe Advisor
$3,424,237Without Advisor
$1,693,177Only The Top 5% Of Financial AdvisorsIn The Country Make It Into Our Network

Main Goal
Plan for a Better Retirement
55%On track
Human Experts +Powerful Technology
We use innovative technology and exceptional client service to accelerate your wealth creation.
Client Reviews

Best Online Financial Advisor 2022 & 2023

Series A led by Softbank
Most Innovative Companies 2022
Zoe Certified Advisors
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* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosureshere.