Zoe announces partnership with Forum Financial Management


Zoé Financial

Zoé Financial

Zoé Financial

NEW YORK, December 10, 2021 (GLOBE NEWSWIRE) – Zoe, a digital wealth management platform that puts clients in touch with fiduciary financial advisers, has just announced a new partner joining its exclusive network of advisers. Zoe has a rigorous verification process that ensures clients are meticulously connected only with wealth managers among the Top 5% from the country. RIAs who partner with Zoe are characterized by the high quality, personalized and impartial advice they provide to their clients.

To continue transforming the wealth management experience, Zoe recently partnered with Financial Management Forum, an RIA that uses a client-centric consultative approach to create comprehensive wealth management plans that match each client’s risk tolerance, life stage and financial goals. Forum was named one of the country’s top 300 RIAs by the 2020 Financial Times Report.

Forum’s commitment to the long-term goals of its clients is remarkable. Progress is measured holistically, encompassing both investment account performance and progress toward personal financial goals. Their dedicated team of experienced advisors have decades of wealth management experience and their personal approach begins with understanding the hopes and dreams that each client places at the center of their financial life. Registered in 2009, Forum has helped over 4,000 clients and has managed over $ 6 billion in assets under management for them. Customers will now be able to connect with Forum Financial advisers via the Zoe network.

“We believe holistic wealth management is the best approach to help clients achieve their long term goals. We are excited to be working with Zoe Financial Network to help more people and their families achieve their life goals by making better financial decisions, ”said Jonathan Rogers, CFP®, Co-managing partner at Forum.

“Since we founded Zoe, we have been committed to putting our clients in touch only with the best advisors in the country. Partnering with RIAs such as Forum Financial Management makes sense, fundamentally we share the belief that hiring “A financial advisor is built on trust, integrity, and trust. We are delighted that clients can now connect and start working with them through our network,” said Andres Garcia-Amaya, Founder and CEO of Zoe Financial on recent partnership.

Learn more about Zoe on www.zoefin.com.

Learn more about Forum Financial at https://www.forumfin.com/.

About Zoe

Zoe was founded with a mission: to empower consumers to make better financial decisions. The company’s algorithm takes the friction out of choosing a financial advisor, delivering a technology-driven marketplace that delivers matches based on your unique financial goals and connects you with Zoe Certified Financial Advisors across the board. United States. Zoe’s carefully curated network of independent financial advisers, trustees and financial planners includes only the richest 5% in the country.

Contact: [email protected]

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