back Back

Zoe Financial announces record quarter milestones

By Edlyn Cardoza

November 03, 2021

  • Advisor Network
  • Alchemist Wealth
  • e-Sign
Share

Zoe Financial, e-Sign, FinTech, USAZoe Financial, a financial advice platform that connects consumers with vetted financial advisors, recently announced noteworthy milestones reached during their third quarter of 2021. Andres Garcia-Amaya, Founder and CEO of the platform, said, “From elite new leadership joining the team to innovative product features, Zoe continues to find strategic ways to improve the financial advisor search experience for clients.”

With two new additions to their leadership team, the company reaffirms its commitment to a best-in-class solution for consumers. Zoe’s new Director of Financial Planning, Christy Matzen, CFP®, has experience creating financial planning strategies for executives of Fortune 500 companies, as well as training financial advisors. Formerly Vice President at Goldman Sachs Ayco Financial Management, Matzen now leads Zoe’s vetting and certification process for all fiduciary advisors admitted into the network, ensuring that only the top 5% of advisors in the country pass the due diligence process.

Rajesh Gaur, CFA, has also joined Zoe Financial’s leadership team as Head of Investment Solutions. Prior to Zoe, he was VP of Investments and Head of Trading at RobustWealth, where he gained extensive startup experience building a FinTech Platform. Previously, as Vice President at Merrill Lynch, Gaur was a key member of the team that built out Merrill Edge. At Zoe, Gaur will spearhead the due diligence of investment solutions and create financial tools for both advisors and consumers to use through their Zoe experience.

Zoe’s game-changing strategy keeps the consumer at the core of every tool and service it develops. During their third quarter of the year, the VP of Product Dillon Ferguson, CFP®, announced the launch of an e-Sign product that will significantly reduce friction for the consumer when hiring an advisor. In addition, their Financial Snapshot Tool now enables consumers to easily access a visual representation of their entire financial picture, as well as receive personalized insights when interviewing Zoe Network financial advisors.

Zoe Financial’s exclusive Advisor Network continues to grow with new additions such as Alchemist Wealth, a black-owned Registered Investment Advisory (RIA) firm specializing in equalizing access to financial planning, and Perigon Wealth Management, a values-focused RIA specializing in Sustainable/ESG investing. These new advisors, among the over 2,000 currently in the network, are yet another step forward in ensuring consumers always match with the right advisor for them.

Previous Article

November 03, 2021

Finastra expands payments compliance offering with Fincom.co

Read More
Next Article

November 03, 2021

Paynetics partners with ClearBank to provide real-time execution of transactions

Read More








IBSi Daily News Analysis

cybersecurity

April 18, 2024

Advisor Network

GCC banks bolster Cybersecurity measures to combat email fraud

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

April 19, 2024

Wagestream raises $21.8m to expand financial well-being app

Read More

April 18, 2024

Aryza and Dotdigital to elevate customer experience in credit & debt management

Read More

April 18, 2024

Alter Domus goes live on the Temenos Multifonds platform

Read More

Related Reports

Sales League Table Report 2023
Know More
Global Digital Banking Vendor & Landscape Report Q1 2024
Global Digital Banking Vendor & Landscape Report Q1 2024
Know More
Wealth Management & Private Banking Systems Report Q1 2024
Wealth Management & Private Banking Systems Report Q1 2024
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q1 2024
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
close-link
Get your copy now! IBSi Sales League Table 2023