We make sure that all our experts are: Independent Unbiased Fiduciaries
*None of the experts are employed by Zoe. They all work independently.
Communicate and collaborate on-the-go!
The Zoe App allows you to: ○ Chat with your expert directly through your mobile ○ Share documents safely and quickly ○ Create group chats with your family members ○ Keep all your personal finance info and expert communication in one place
Not only does Zoe find you the perfect experts, but we also give you the tools to get the most out of your choice.
In short, enjoy a better customer experience.
Not quite sure if you need an expert?
No problem! Complete short Financial Analysis and see what areas may require expert help.
Simply fill in the blanks, enter your email address, and we will send you a brief financial assessment.
Sounds great, but how much does it cost?
Zoe's service is absolutely free. You pay the expert directly for their services should you use them.
Zoe's service is risk-free!
At Zoe, we are passionate about inventing the future of personal finance. We know that life can be busy, and even with the best intentions we often put our financial lives on the back burner.
It's difficult to know where to start looking or who to trust.
Think of us as your favorite uncle - we refer you to someone that can get the job done, and most importantly who will have your best interests at heart. And best of all, you can do it all on-the-go!
"At Zoe, we are passionate about knowledge & transparency. Our goal is to empower clients with the right information to make the financial decisions that are best for them."