Zoe Founder & CEO, Andres Garcia-Amaya, CFA, joined CNBC's The Exchange to discuss markets, Trump considering firing Fed Chair Powell and the market reaction to the news. Watch the full segment at: https://xmrrwallet.com/cmx.plnkd.in/g53WCemH #TheExchange #MarketAlert #ZoeFinancial #GrowYourWealth
Zoe Financial
Financial Services
New York, New York 9,378 followers
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
About us
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide. We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process. Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is, “How does this help the client?” 2. Act with urgency We don’t leave for tomorrow what can be done today 3. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes.
- Website
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http://xmrrwallet.com/cmx.pzoefinancial.com
External link for Zoe Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Tax Strategy, College Planning, Investment Strategy, financial planning, Financial Advisor, Wealth Management, and Financial Planning
Locations
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Primary
Get directions
666 Third Ave
6th Floor
New York, New York 10017, US
Employees at Zoe Financial
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Sasank Chary
Partner at Sageview Capital
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Matt Brinker
Managing Partner Merchant / Investor and Advisor
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Astrid Amaya-Garcia
Chairperson at InterMinds Inc., Art collector & Curator. World traveler, Advocate for women and youth empowerment. Angel Investor.
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Alejandro Garcia-Amaya
CEO at AnswerBite (TechStars | Google Startups) | Tech Investor | Founder of Techstars Alumni | Podcaster | Deadfellaz #7098
Updates
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A flat week on Wall Street—but under the surface, oil surged, growth projections shifted, and tariffs echoed... This week's Market Drama episode: https://xmrrwallet.com/cmx.plnkd.in/gSJFzSXW #StockMarket #USAEconomy #ZoeFinancial #GrowYourWealth
Zoe Financial | June 23rd, 2025
https://xmrrwallet.com/cmx.pwww.youtube.com/
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A sudden spike in oil prices may complicate the Fed’s path forward—get the full market context on... This week's Market Drama episode: https://xmrrwallet.com/cmx.plnkd.in/gYJEds6J #StockMarket #USAEconomy #ZoeFinancial #GrowYourWealth
Zoe Financial | June 16th, 2025
https://xmrrwallet.com/cmx.pwww.youtube.com/
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Our CEO & Founder, Andres Garcia-Amaya, CFA, joined the Market Symposium hosted by Forum Investment Group as a guest speaker to discuss one of the biggest challenges facing RIAs today: organic growth. With over 60% of today’s clients aged 60+ coming from personal referrals, the question is—how do we win the next generation of clients, who rely on digital experiences and hyper-personalized solutions? Andres shared actionable insights for RIAs to drive scalable growth. Thanks to the Forum Investment Group team and to Lee Beck for hosting this great conversation! #ForumInvestmentGroup #MarketSymposium #ZoeFinancial #ZoeWealthPlatform
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"If economy & earnings hold, the market momentum is to the upside." Zoe Founder & CEO, Andres Garcia-Amaya, CFA, joined CNBC's The Exchange to discuss the bond market, tariffs, and economic data. Watch the full segment at: https://xmrrwallet.com/cmx.plnkd.in/g4w_TQNV #TheExchange #CNBC #ZoeFinancial #GrowYourWealth
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Meet our new logo! Inspired by the Thyrsus — the staff of Dionysus — and its pine cone, a Greek symbol of abundance and growth. The new look is more than a design update; it reflects our mission: helping clients grow and protect their wealth. Zoe means “life” in Greek — and building a better financial life is what we’re here for. Curious about the meaning behind our new logo? 👇 Click below to read the full story! #ZoeFinancial #ZoeWealthPlatform #GrowYourWealth
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We are proud to share that our CEO & Founder, Andres Garcia-Amaya, CFA, has been named an Excellence Awardee for CEO of the Year at the 2025 InvestmentNews Awards. See you at the ceremony! #INAwardsUS #ZoeFinancial #ZoeWealthPlatform
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A stronger-than-expected payroll report and rising oil prices fueled a Friday rally, shifting expectations for the Fed’s next move... Learn more on this week's Market Drama episode: https://xmrrwallet.com/cmx.plnkd.in/g_EbkhG6 #StockMarket #USAEconomy #ZoeFinancial #GrowYourWealth
Zoe Financial | Market Drama June 9th, 2025
https://xmrrwallet.com/cmx.pwww.youtube.com/
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Help clients understand performance with further context. Zoe now supports account-level benchmark reporting, giving advisors more tools to communicate results with clarity and precision. • Assign up to three benchmarks per account • Choose from standard indices or custom firm benchmarks • View benchmarks directly in the performance chart to support better conversations and reinforce your investment strategy Ready to see how it works? Book a Demo: https://xmrrwallet.com/cmx.plnkd.in/gHD6SFbX #BenchmarkReporting #WealthManagement #ClientExperience #ZoeWealthPlatform #ZoeFinancial
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The Zoe Wealth Platform is a 2025 WealthManagement.com Industry Awards Finalist! These awards recognize platforms that elevate advisor success. Our nomination in the TAMPs category reflects our commitment to delivering solutions that prioritize both advisors and clients, transforming the wealth management experience. Want to see it in action? Book a demo: https://xmrrwallet.com/cmx.phubs.li/Q03qLVCD0 Learn more about the Awards: https://xmrrwallet.com/cmx.plnkd.in/dDAENm_Q #ZoeFinancial #TAMP #WealthManagement #AdvisorTech #RIA #ZoeWealthPlatform
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