Recent events
Recent events tied to this brand in public sources.
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2022
Zoe announces partnership with SignatureFD
Zoe announced a partnership with Atlanta-based independent registered investment advisory firm SignatureFD, enabling clients to connect with SignatureFD advisors through Zoe's platform.
2022
Zoe announces partnership with Tarascio Financial Planning
Zoe announced an ongoing partnership with Tarascio Financial Planning, a Portland-based firm that it said had passed its vetting process and joined the Zoe network.
2022
Zoe and Pure Financial Advisors announce advisory partnership
Zoe announced that Pure Financial Advisors had been accepted as a registered independent advisory firm partner in Zoe's Advisor Network.
2022
Zoe receives NerdWallet's 2022 Best Online Financial Advisor award
Zoe, a digital wealth planning platform, was awarded NerdWallet's 2022 Best Online Financial Advisor award.