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Zoe Financial Reviews 

2
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TrustScore 3.5 out of 5

3.7

Financial Planner
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Company details

  1. Financial Planner
  2. also in
  3. Asset manager services
  4. Finance broker
  5. Financial advisor
  6. Investment service

About Zoe Financial

Written by the company

Zoe Financial is a digital wealth platform with a mission to help people grow and protect their wealth.

Zoe combines technology with hands-on human support to match each client with a financial advisor suited to their specific situation.

Here is how it works. You tell us about your goals and your money. Our team reviews your answers and talks with you. Then we match you with an advisor who fits your situation. You might want to plan for retirement, grow your savings, sell a business, or handle a big life change. We look for an advisor who can help with that. Our matching service is free for you. You never pay Zoe. You only pay your advisor if you choose to move forward. If it does not feel like the right fit, you can walk away. Zoe is paid by advisors when a match works out. This is how we keep the service free for clients.

Your feedback matters to us. If you have used Zoe, please share your story. Your review helps others make a smart choice, and it helps us get better.

Find the right advisor for your needs

Written by the company

Matching is free for you
Zoe never charges you to match with an advisor. You only pay your advisor if you choose to move forward.
A real person is here to help
Our team talks with you and learns about your goals. Then we match you with an advisor who fits your situation.
You are always in control
Meet your advisor, ask questions, and take your time. The choice to move forward is always yours.

Contact info

3.7

Average

TrustScore 3.5 out of 5

2 reviews

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3.7

All reviews

(2)

2 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more
Rated 4 out of 5 stars

I received three referrals for a…

I received three referrals for a financial advisor. One was not a fit at all, the second was a close second and was informed and smart but the third was the perfect fit. I learned a lot from the experience of meeting and interviewing each referral candidate. I signed up with my perfect fit yesterday and am pleased with the referral process and follow-up by the Zoe Financial representative. A gold star!

12 August 2026
Rated 5 out of 5 stars

Zoe was excellent

Zoe was excellent. Mason at Zoe connected me with two financial planners, who were both great and had different offers and company size. Mason was always available and worked with me to setting up meetings, even when I needed to cancel twice due to personal matters.

21 October 2026

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