Zoe Financial Announces Partnership With Ethic
November 09, 2021 11:47 ET
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Zoe Financial
NEW YORK, Nov. 09, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Ethic, a tech-driven asset manager that powers the creation of personalized portfolios for...
Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors
November 03, 2021 09:09 ET
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Zoe Financial
NEW YORK, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a New York-based financial advice platform that connects clients with a curated independent advisor network, announced today a partnership...
Zoe Financial Announces Record Quarter Milestones
November 02, 2021 16:37 ET
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Zoe Financial
NEW YORK, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during...
Zoe Financial Announces Partnership with Wealthbox
October 07, 2021 12:25 ET
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Zoe Financial
NEW YORK, Oct. 07, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Wealthbox, a CRM platform that helps advisors manage and track their relationships with clients in a...
Zoe Financial Announces Its Partnership With Wealth Management Firm Perigon
September 30, 2021 15:34 ET
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Zoe Financial
NEW YORK, Sept. 30, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital marketplace with a meticulously curated network of independent fiduciary advisors, announced a new partnership today with...
Zoe Financial Announces Its Partnership With Alchemist Wealth
September 23, 2021 13:38 ET
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Zoe Financial
NEW YORK, Sept. 23, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a digital marketplace designed to connect clients with highly vetted fiduciary financial advisors, announced a meaningful partnership...
Andres Garcia-Amaya, CEO of Zoe Financial, Announced as Morningstar Fintech of the Year 2021 Judge
September 22, 2021 14:40 ET
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Zoe Financial
NEW YORK, Sept. 22, 2021 (GLOBE NEWSWIRE) -- Andres Garcia-Amaya, CEO of Zoe Financial, was announced as a judge for Morningstar's FinTech of the Year 2021 Competition. Zoe Financial, a...