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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Zoe Financialzoefin.com |
Zoe Financial is a platform that connects users with vetted, fiduciary financial advisors to help them grow their wealth. The comp | New York, New York | 51-200 | — |
Personal Capitalpersonalcapital.com  MS KG CG |
Personal Capital (Empower) is a personal finance and wealth management platform that gives individuals a free dashboard to view al | Redwood City, California | 1001-5000 | — |
Bettermentbetterment.com  MDJM JY |
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools, | New York, New York | 201-1000 | — |
Wealthfrontwealthfront.com  KP ACAM |
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeri | Palo Alto, California | 201-1000 | — |
Facet Wealthfacetwealth.com |
Facet Wealth is a fee-based financial advisory firm that offers impartial financial advice and services through an affordable memb | Baltimore, Maryland | 201-1000 | — |
SmartAssetsmartasset.com  BB JE BB |
SmartAsset is an online financial information and advice platform that connects consumers with vetted fiduciary financial advisors | New York, New York | 201-1000 | — |
LM  JMKW |
XYPN is a fee-only financial planning and business coaching organization that connects independent fee-only financial advisors wit | Bozeman, Montana | 51-200 | — |
Ehrlichwealthehrlichwealth.com |
— | — | — | |
SigFigsigfig.com |
SigFig is a San Francisco-based financial services company offering two products: SigFig Wealth Management, an intelligent, tax-ef | San Francisco, California | 1-10 | — |
FutureAdvisorfutureadvisor.com  MC MCBW |
FutureAdvisor is an award-winning digital wealth management firm based in San Francisco that uses software to deliver a wealth man | San Francisco, California | 1-10 | — |
Guidelineguideline.com  MOEMKC |
Guideline (now part of Gusto) is a low-cost, highly automated 401(k) and retirement plan provider that offers Starter, Core, and E | Burlingame, California | 51-200 | — |
Vestwellvestwell.com  DC ND AC |
Vestwell is a financial technology company founded in 2016 that provides a workplace savings platform for employers and financial | New York, New York | 201-1000 | — |
Ellevestellevest.com  HS MB AB |
Ellevest is an SEC-registered, fee-only investment advisory firm founded in 2014 that helps women and families build wealth throug | New York, New York | 11-50 | — |
Finhabitsfinhabits.com  CMJYJY |
Finhabits is a financial wellness platform for Latinos that provides education, investment accounts, and insurance options to help | New York, New York | 11-50 | — |
NerdWalletnerdwallet.com  KMHC RM |
NerdWallet is a personal finance and financial advice company that provides consumers and SMBs with clarity to make financial deci | San Francisco, California | 201-1000 | — |
Credit Karmacreditkarma.com |
Credit Karma is a free financial services platform serving more than 140 million members globally, best known for pioneering free | Oakland, California | 1001-5000 | — |
Vanguardvanguard.com |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Fidelityfidelity.com |
— | — | — | |
Bankratebankrate.com |
Bankrate is a consumer fintech platform that connects shoppers to verified mortgage, credit card, and banking offers, using AI-pow | Charlotte, North Carolina | 201-1000 | — |
SoFisofi.com |
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial p | San Francisco, California | 5000+ | — |
Charlesworth Presscharlesworth.com |
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14 | Wakefield, West Yorkshire | 201-1000 | — |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
Mintmint.com |
Mint.com is a personal finance app that tracks bills, bank accounts, and credit cards in one place, sends due-date reminders, and | Mt. View, California | 1-10 | — |
Creditcredit.com |
Credit.com is a consumer credit and personal finance platform that provides free credit scores, credit reports, personalized credi | Salt Lake City, Utah | 51-200 | — |
Charles Stanley Directcharles-stanley-direct.co.uk |
— | — | — | |
Merrill Edgemerrilledge.com |
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing servi | Arizona | 1001-5000 | — |
LendingTreelendingtree.com |
LendingTree (NASDAQ: TREE) is the nation's leading online marketplace that connects consumers with financial services, comparing m | Charlotte, North Carolina | 1001-5000 | — |
Acornsacorns.com |
Acorns is an automated investing and banking app that helps everyday Americans save and grow money by automatically investing spar | Irvine, California | 201-1000 | — |
Etradeetrade.com |
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electron | Englewood, Colorado | 5000+ | — |
Stashstash.com |
Stash is a personal finance and investing app that helps users start investing with fractional shares, personalized advice, and a | New York, New York | 201-1000 | — |
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Zoe Financial is a platform that connects users with vetted, fiduciary financial advisors to help them grow their wealth. The company's founder, Andres Garcia-Amaya, built it after a 15-year Wall Street career at Morgan Stanley, J.P. Morgan Asset Management, and the Wharton School of Business, where he concluded the financial advisory industry is broken.
Companies like Zoe Financial include Personal Capital, Betterment, Wealthfront, Facet Wealth, SmartAsset. See the full list of 24 competitors and alternatives above.
Zoe Financial has approximately 51-200 employees and is in the Financial Services industry.
Zoe Financial is headquartered in New York, New York.
Zoe Financial operates in the Financial Services industry.
Key decision-makers and buying contacts at Zoe Financial are listed above, including leaders across executive, finance, sales and operations.