Former JP Morgan Executive Launches Fintech Startup Zoe Financial to Help Millennials & Gen Xers Find Financial Advisors

Zoe Financial, New York-based financial tech startup that was founded by Andres Garcia-Amaya, former JP Morgan Global Market Strategist, has launched its services that are aiming to transform how high-earners approach their personal finances, starting with their relationship with a financial advisor.

The company, which describes itself as a digital marketplace that empowers people to make informed financial decisions by hand-picking a vetted, unbiased and independent financial advisor, stated it has developed an algorithm that matches millennial and Gen X individuals with their ideal “household CFO” from a curated network of elite, independent advisors. Zoe’s entire platform is available through its mobile app. Prospective clients and advisors can begin communicating immediately via a secure chat function within the app, eliminating time wasted scheduling calls and meetings.

“We understand that finding trusted financial advice is difficult, which is why we have handpicked financial advisors. Since our financial advisors operate independently, they are not tied or biased towards any particular family of funds, investment product or insurance company. They are held to the highest standards of care & are required to act in the best interests of their clients at all times.”

Garcia-Amaya went on to add:

“Zoe’s mission is simple. We want to empower individuals with the right information and the right experts so they can live the life they’ve always wanted. Identifying and connecting with an advisor who you not only trust, but who also meets your expectations, can feel like a nearly impossible task,” says Andres. “The Zoe platform makes it easy. We connect you with the upper echelon of independent financial advisors that can take your financial journey to the next level.”

Zoe’s mobile app is currently available on iTunes.

Sponsored Links by DQ Promote


Send this to a friend