ZoeFin

ZoeFin Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the

Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth.

09/02/2026

Thinking about an IPO? The best time to plan is before it happens, not after. Chris, a Zoe Network advisor, explains why you need 6 to 12 months to get ready for the tax and financial choices that come with an IPO.

Find an advisor anytime at https://my.zoefin.com/find-an-advisor

09/02/2026

5 Things To Plan Before Retirement 📋

If retirement feels hard to plan for, follow for practical retirement planning education!

Tired of guessing who to trust with your money? Zoe matches you with vetted, fiduciary advisors who fit your goals. Find...
09/01/2026

Tired of guessing who to trust with your money? Zoe matches you with vetted, fiduciary advisors who fit your goals.

Find an advisor anytime at https://my.zoefin.com/find-an-advisor

09/01/2026

There are 5 stages to retirement planning 📊

Nearing retirement and unsure what to plan for? Follow for retirement planning education!

08/31/2026

Exercising your stock options soon? There's a tax called the AMT that can catch you off guard. Chris, a Zoe Network advisor, walks through what it is and how to get ahead of it.

Find an advisor anytime at https://my.zoefin.com/find-an-advisor

Happy clients, happy Zoe. We hear stories like Xander's all the time, and we never get tired of them. He found the right...
08/31/2026

Happy clients, happy Zoe. We hear stories like Xander's all the time, and we never get tired of them. He found the right advisor and has been happily working with them for six months.

Find an advisor anytime at https://my.zoefin.com/find-an-advisor

08/31/2026

Financial Checklist ✅

If retirement planning feels overwhelming, follow for education on working with fiduciary advisors and planning for the future.

Your kid's college countdown is on. Have you planned for what it means for your own future? Tuition is just the start, a...
08/28/2026

Your kid's college countdown is on. Have you planned for what it means for your own future? Tuition is just the start, and it's easy to lose sight of your own retirement while covering the cost. A financial advisor can map out a plan that covers college and still protects your savings.

Find an advisor anytime at https://my.zoefin.com/find-an-advisor.

Address

New York, NY

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+16468472106

Website

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