Zoe Wealth Platform Named Finalist in 2024 Wealthies Awards for Innovation in Advisor Success

Zoe Financial has announced that its Zoe Wealth Platform is a finalist for the 2024 WealthManagement.com Industry Awards. Recognized in the TAMPs category, the platform combines lead generation with a digital wealth management solution to help RIAs scale their services.

Founder and CEO Andres Garcia-Amaya highlighted the dedication of the team and the platform’s role in enhancing advisor services. The Zoe Wealth Platform aims to streamline onboarding processes, reducing the time from hiring an advisor to opening an account from weeks to days.

Features include efficient account opening, streamlined asset management with automated rebalancing, commission-free fractional trading, a modern client dashboard, and comprehensive support for both clients and advisors. VP of Investments Rajesh Gaur noted that the platform minimizes manual tasks, allowing advisors to focus on client advising. VP of Product Dillon Ferguson emphasized the seamless integration of the wealth management journey.

With a record 1,000 nominations this year, being named a finalist underscores Zoe Financial's commitment to innovation and excellence in the financial advisory space.