Zoe announces relationship with CNBC Financial Advisor 100


NEW YORK, 01 Feb. 10, 2022 (GLOBE NEWSWIRE) — Zoe, a New York-based digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced its ongoing relationship with Index Fund Advisors (IFA). Zoe connects clients with wealth advisors aligned with their interests, highly qualified and selected through a rigorous screening process.

Ranked in the CNBC FA 100 for three consecutive years, IFA manages $5.0 billion in assets under management for more than 2,300 clients nationwide as of December 31, 2021. Their goal is to become holistic financial partners for everyone. of their clients and to provide advice and guidance. at all stages of life and retirement.

Index Funds is a fee-based wealth management and advisory firm. Through this compensation structure, IFA Advisors are compensated only by the customer as a percentage of AUM, instead of getting commissions from third parties for the products they sell. This is only part of IFA’s unique value proposition to customers. The firm’s advisers work to provide heritage services that embody several roles: from the professional who brings his expertise and experience to protect the peace of mind of his clients, through listening, teacher, architect and the coach.

Founded in 1999, the company was among the first RIAs to offer investors an online educational experience. Today, with more than two decades in the business, IFA advisors qualify and quantify multiple dimensions of an investor’s risk capacity and combine them with dimensions of a portfolio’s risk exposure to create strategic matches. between the client and the ideal portfolio for him. Almost a year ago, IFA began its relationship with Zoe, allowing clients to connect with their advisors through Zoe.

“Working with Zoe has been a rewarding and values-aligned collaboration. It has helped our advisors meet great pre-qualified prospects who are looking for unbiased advice and trying to find the best solution to achieve their long-term financial goals,” said said Mark Hebner, founder and president at Index Fund Advisors.

“Every client’s needs are different, and creating the right investment portfolio for them requires a great understanding of their current situation and their goals. Working with IFA makes sense because their advisors are knowledgeable and care about their clients. , the relationships they build with them, and the lives they help secure financially,” said Andres Garcia-Amaya, CFA®, Founder and CEO of Zoe.

To learn more about Zoe, visit www.zoefin.com.

Apply to join the Zoe network at www.zoefin.com/join-as-an-advisor.

Learn more about index fund advisors at https://www.ifa.com.

About Zoe

Zoe was founded with one mission: to accelerate wealth creation through exceptional customer experience and innovative technology. The company’s human experts, combined with powerful technology, take the friction out of working with a financial advisor. Through Zoe’s platform, you’ll be matched with Zoe Certified Financial Advisors across the United States, based on your unique financial situation and goals. The carefully curated network of financial advisors and financial planners aligned with Zoe’s interests includes only the top 5% in the country.

CNBC rankings are based on data collected from thousands of consulting firms and provided by AccuPoint Solutions. Factors included in the ranking were disclosures, years in business, average account size, total number of accounts under management, number of investment advisers, ratio of investment advisers to total number of employees and discretionary assets under management and total assets under management. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read more

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