{"id":523439,"date":"2021-11-03T06:51:19","date_gmt":"2021-11-03T06:51:19","guid":{"rendered":"https:\/\/ibsintelligence.com\/?post_type=ibsi_news&p=523439"},"modified":"2021-11-03T06:52:00","modified_gmt":"2021-11-03T06:52:00","slug":"zoe-financial-announces-record-quarter-milestones","status":"publish","type":"ibsi_news","link":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/","title":{"rendered":"Zoe Financial announces record quarter milestones"},"content":{"rendered":"

\"ZoeZoe Financial,\u00a0a financial advice platform<\/a> that connects consumers with vetted financial advisors, recently announced noteworthy milestones reached during their third quarter of 2021. Andres Garcia-Amaya<\/a>, 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.”<\/p>\n

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<\/a>, CFP\u00ae, 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\u00a0vetting\u00a0and 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.<\/p>\n

Rajesh Gaur<\/a>, 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.<\/p>\n

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\u00ae, announced the launch of an e-Sign product that will significantly reduce friction for the consumer when hiring an advisor. In addition, their\u00a0Financial Snapshot Tool\u00a0now 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.<\/p>\n

Zoe Financial’s exclusive Advisor Network continues to grow with new additions such as\u00a0Alchemist Wealth,\u00a0a black-owned Registered Investment Advisory (RIA) firm specializing in equalizing access to financial planning, and\u00a0Perigon Wealth Management,\u00a0a 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.<\/p>\n","protected":false},"author":35276,"featured_media":523441,"parent":0,"template":"","categories":[11370],"tags":[19370,19371,19368,11984,19369,11515,15583,11416,19367],"class_list":["post-523439","ibsi_news","type-ibsi_news","status-publish","has-post-thumbnail","hentry","category-wealth-management-and-private-banking","tag-advisor-network","tag-alchemist-wealth","tag-e-sign","tag-financial-planning","tag-financial-snapshot-tool","tag-fintech","tag-ria","tag-usa","tag-zoe-financial"],"acf":[],"yoast_head":"\nZoe Financial announces record quarter milestones<\/title>\n<meta name=\"description\" content=\"Zoe Financial,\u00a0a financial advice platform that connects consumers with vetted financial advisors, recently announced noteworthy milestones...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Zoe Financial announces record quarter milestones\" \/>\n<meta property=\"og:description\" content=\"IBS Intelligence (IBSi) is the world\u2019s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride in covering 400+ technology vendors globally \u2013 the largest by any analyst firm in this space.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\" \/>\n<meta property=\"og:site_name\" content=\"IBS Intelligence\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ibsintelligence.cmc\/\" \/>\n<meta property=\"article:modified_time\" content=\"2021-11-03T06:52:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"200\" \/>\n\t<meta property=\"og:image:height\" content=\"200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@IBSIntelligence\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\"},\"author\":{\"name\":\"Edlyn Cardoza\",\"@id\":\"https:\/\/ibsintelligence.com\/#\/schema\/person\/635898479400f3b8fe14bbad69ff3c73\"},\"headline\":\"Zoe Financial announces record quarter milestones\",\"datePublished\":\"2021-11-03T06:51:19+00:00\",\"dateModified\":\"2021-11-03T06:52:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\"},\"wordCount\":387,\"publisher\":{\"@id\":\"https:\/\/ibsintelligence.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg\",\"keywords\":[\"Advisor Network\",\"Alchemist Wealth\",\"e-Sign\",\"Financial Planning\",\"Financial Snapshot Tool\",\"FinTech\",\"Ria\",\"USA\",\"Zoe Financial\"],\"articleSection\":[\"Wealth Management and Private Banking\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\",\"url\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\",\"name\":\"Zoe Financial announces record quarter milestones\",\"isPartOf\":{\"@id\":\"https:\/\/ibsintelligence.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg\",\"datePublished\":\"2021-11-03T06:51:19+00:00\",\"dateModified\":\"2021-11-03T06:52:00+00:00\",\"description\":\"Zoe Financial,\u00a0a financial advice platform that connects consumers with vetted financial advisors, recently announced noteworthy milestones...\",\"breadcrumb\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage\",\"url\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg\",\"contentUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg\",\"width\":200,\"height\":200,\"caption\":\"Zoe Financial, e-Sign, FinTech, USA\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ibsintelligence.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Zoe Financial announces record quarter milestones\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ibsintelligence.com\/#website\",\"url\":\"https:\/\/ibsintelligence.com\/\",\"name\":\"IBS Intelligence\",\"description\":\"Financial Technology News & FinTech Research\",\"publisher\":{\"@id\":\"https:\/\/ibsintelligence.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ibsintelligence.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ibsintelligence.com\/#organization\",\"name\":\"IBS Intelligence\",\"url\":\"https:\/\/ibsintelligence.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ibsintelligence.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2022\/03\/logo.png\",\"contentUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2022\/03\/logo.png\",\"width\":299,\"height\":80,\"caption\":\"IBS Intelligence\"},\"image\":{\"@id\":\"https:\/\/ibsintelligence.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/ibsintelligence.cmc\/\",\"https:\/\/x.com\/IBSIntelligence\",\"https:\/\/www.instagram.com\/ibsintelligence\/\",\"https:\/\/www.linkedin.com\/company\/ibs-intelligence\/\",\"https:\/\/www.youtube.com\/channel\/UCLkzPazySerR8DzKFeFFGmw\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/ibsintelligence.com\/#\/schema\/person\/635898479400f3b8fe14bbad69ff3c73\",\"name\":\"Edlyn Cardoza\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ibsintelligence.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/344cc0d02eab431ea1eb8cfcc84a61d76756f3c89481daad881d16119f727db9?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/344cc0d02eab431ea1eb8cfcc84a61d76756f3c89481daad881d16119f727db9?s=96&d=mm&r=g\",\"caption\":\"Edlyn Cardoza\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Zoe Financial announces record quarter milestones","description":"Zoe Financial,\u00a0a financial advice platform that connects consumers with vetted financial advisors, recently announced noteworthy milestones...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/","og_locale":"en_US","og_type":"article","og_title":"Zoe Financial announces record quarter milestones","og_description":"IBS Intelligence (IBSi) is the world\u2019s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride in covering 400+ technology vendors globally \u2013 the largest by any analyst firm in this space.","og_url":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/","og_site_name":"IBS Intelligence","article_publisher":"https:\/\/www.facebook.com\/ibsintelligence.cmc\/","article_modified_time":"2021-11-03T06:52:00+00:00","og_image":[{"width":200,"height":200,"url":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@IBSIntelligence","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#article","isPartOf":{"@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/"},"author":{"name":"Edlyn Cardoza","@id":"https:\/\/ibsintelligence.com\/#\/schema\/person\/635898479400f3b8fe14bbad69ff3c73"},"headline":"Zoe Financial announces record quarter milestones","datePublished":"2021-11-03T06:51:19+00:00","dateModified":"2021-11-03T06:52:00+00:00","mainEntityOfPage":{"@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/"},"wordCount":387,"publisher":{"@id":"https:\/\/ibsintelligence.com\/#organization"},"image":{"@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage"},"thumbnailUrl":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg","keywords":["Advisor Network","Alchemist Wealth","e-Sign","Financial Planning","Financial Snapshot Tool","FinTech","Ria","USA","Zoe Financial"],"articleSection":["Wealth Management and Private Banking"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/","url":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/","name":"Zoe Financial announces record quarter milestones","isPartOf":{"@id":"https:\/\/ibsintelligence.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage"},"image":{"@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage"},"thumbnailUrl":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg","datePublished":"2021-11-03T06:51:19+00:00","dateModified":"2021-11-03T06:52:00+00:00","description":"Zoe Financial,\u00a0a financial advice platform that connects consumers with vetted financial advisors, recently announced noteworthy milestones...","breadcrumb":{"@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#primaryimage","url":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg","contentUrl":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2021\/11\/1593622938709.jpeg","width":200,"height":200,"caption":"Zoe Financial, e-Sign, FinTech, USA"},{"@type":"BreadcrumbList","@id":"https:\/\/ibsintelligence.com\/ibsi-news\/zoe-financial-announces-record-quarter-milestones\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/ibsintelligence.com\/"},{"@type":"ListItem","position":2,"name":"Zoe Financial announces record quarter milestones"}]},{"@type":"WebSite","@id":"https:\/\/ibsintelligence.com\/#website","url":"https:\/\/ibsintelligence.com\/","name":"IBS Intelligence","description":"Financial Technology News & FinTech Research","publisher":{"@id":"https:\/\/ibsintelligence.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ibsintelligence.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ibsintelligence.com\/#organization","name":"IBS Intelligence","url":"https:\/\/ibsintelligence.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibsintelligence.com\/#\/schema\/logo\/image\/","url":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2022\/03\/logo.png","contentUrl":"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2022\/03\/logo.png","width":299,"height":80,"caption":"IBS Intelligence"},"image":{"@id":"https:\/\/ibsintelligence.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/ibsintelligence.cmc\/","https:\/\/x.com\/IBSIntelligence","https:\/\/www.instagram.com\/ibsintelligence\/","https:\/\/www.linkedin.com\/company\/ibs-intelligence\/","https:\/\/www.youtube.com\/channel\/UCLkzPazySerR8DzKFeFFGmw"]},{"@type":"Person","@id":"https:\/\/ibsintelligence.com\/#\/schema\/person\/635898479400f3b8fe14bbad69ff3c73","name":"Edlyn Cardoza","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibsintelligence.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/344cc0d02eab431ea1eb8cfcc84a61d76756f3c89481daad881d16119f727db9?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/344cc0d02eab431ea1eb8cfcc84a61d76756f3c89481daad881d16119f727db9?s=96&d=mm&r=g","caption":"Edlyn Cardoza"}}]}},"_links":{"self":[{"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/ibsi_news\/523439","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/ibsi_news"}],"about":[{"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/types\/ibsi_news"}],"author":[{"embeddable":true,"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/users\/35276"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/media\/523441"}],"wp:attachment":[{"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/media?parent=523439"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/categories?post=523439"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ibsintelligence.com\/wp-json\/wp\/v2\/tags?post=523439"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}