Zoe Announces Relationship With CNBC Financial Advisor 100 Firm, Index Fund Advisors
Feb 1, 2022
Zoe, a New York-based digital platform that accelerates wealth creation through exceptional client experience and innovative technology, announced their ongoing relationship with Index Fund Advisors (IFA). Zoe connects clients with interest-aligned wealth advisors who are highly qualified and selected through a rigorous vetting process.
Ranking among the CNBC FA 100 for three years in a row, IFA manages $5.0B in AUM for over 2,300 clients countrywide as of Dec. 31, 2021. Their purpose is to become holistic financial partners for each of their clients and provide advice and guidance across all life and retirement stages.
Index Funds is a fee-only advisory and wealth management firm. Through this compensation structure, IFA advisors are paid only by the client as a percentage of AUM, as opposed to getting third-party commissions for products they sell. This is just part of IFA's unique value proposition to clients. Advisors in the firm work to provide wealth services that embody several roles: from the professional who provides expertise and experience to protect their clients' peace of mind, passing through the listener, the teacher, the architect, and the coach.
Founded in 1999, the firm was among the first RIAs to offer investors an online educational experience. Nowadays, with over two decades in business, IFA advisors qualify and quantify several dimensions of an investor's risk capacity and match them to the dimensions of a portfolio's risk exposure to create strategic matches between the client and the ideal portfolio for them. Almost a year ago, IFA began its relationship with Zoe, which has enabled clients to connect with their advisors through Zoe.
"Working with Zoe has been a fruitful and values-aligned collaboration. It has helped our advisors meet great pre-qualified prospects that are looking for unbiased advice and trying to find the best solution to achieve their life-long financial goals," said Mark Hebner, Founder & President at Index Fund Advisors.
"Each client's needs are different, and creating the right investment portfolio for them requires a great understanding of their current situation and goals. The collaboration with IFA makes sense as their advisors are knowledgeable and care about their clients, the relationships they build with them, and the lives they help make financially secure," said Andres Garcia-Amaya, CFA®, Zoe's Founder & CEO.
Learn more about Zoe at 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: accelerate wealth creation through exceptional client experience and innovative technology. The company's human experts, alongside powerful technology, remove the friction from working with a financial advisor. Through Zoe's platform, you will be matched with Zoe Certified Financial Advisors across the United States, based on your unique financial situation and objectives. Zoe's thoughtfully curated network of interest-aligned financial advisors and financial planners includes only the top 5% in the country.
Contact: [email protected]
The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read More
Press Release Service by Newswire.com
Original Source: Zoe Announces Relationship With CNBC Financial Advisor 100 Firm, Index Fund Advisors
More News
What to Do If You’re Laid Off and Too Young for Medicare
At best, older, laid-off workers will struggle to find health insurance that bridges the years before they qualify for Medicare at age 65.
Chiltern Railways renationalised after 30 years
It joins Great British Railways as part of government plans to save money and improve services.
Family shares hidden cost of cancer care
Maya, 13, from Hythe in Kent, was diagnosed with neuroblastoma when she was three.
In China, A.I. Is Moving Forward While the Economy Lags Behind
As Xi Jinping arrives in the United States this week for a state visit, China’s advances in artificial intelligence will be in the air. Less discussed: China’s economy in its worst shape in decades.
Rivian C.E.O. RJ Scaringe Has Some Ideas for How to Make More Cars in America
RJ Scaringe thinks it will take robots, tariffs and diplomacy to maintain a manufacturing base in the United States.
Mistakes? We’ve Made a Few
For most of its life, The New York Times has tried to correct its errors. These efforts have not always been perfect.
As the Rich Buy Bigger Boats, Private Equity Is Investing in the Booming Marina Business
The private equity firm Blackstone now owns more marinas than anyone in the world.
Families missing out on NHS money for healthy food
Figures show as few as 64% of eligible families are claiming NHS money to buy milk, fruit and veg.
CNN, MS NOW and Politico Barred From White House After Trump’s Ban
The prohibition on certain journalists was a major escalation in President Trump’s war on the media, and will probably face a legal challenge.
Trump says he plans to form AI Force, appoint AI 'Czar'
US President Donald Trump said Saturday that he is forming an "AI Force" and will announce an "AI Czar" in the near future.
Not all AI workers think the tech could kill everyone
In text exchanges and conversations, multiple people who have worked for leading companies are sceptical of the warnings.
California Cracks Down on Influencers’ Undisclosed Political Ads
Under a new law, creators could face fines of $5,000 per post if they don’t disclose that they were paid to make political content.
YOUR NEWS, OUR NETWORK.
Do you have Great News you want to tell the world?
Be it updates about your business or your community, you can make sure that it’s heard by submitting your story to our network reaching hundreds of news sites across 6 verticals.