Welcome to the Zoe Wealth Platform!
To get started, we've created the following slide decks to walk you through the advisor and client onboarding experience:
Also check out the following guided demos to view the client onboarding process & client experience:
Our Zoe team is here to help.
We have a designated team of trained professionals available to help you along the way.
For any questions regarding client experience, client onboarding, or general platform navigation, please reach out to our Client Success Managers at clientsupport@zoefin.com or 646-264-4449.
For any firm-specific questions, please reach out to your designated Relationship Manager:
- Reece Benevides: reece.benevides@zoefin.com & 914-219-6278
- Nathan Kennelly: nathan@zoefin.com & 646-222-3966
- PJ Cronin: pj.cronin@zoefin.com & 646-759-2486
For trading specific questions (ex: questions about same-day trades & liquidation requests), please reach out to trading@zoefin.com