Zoe proclaims its partnership with Excellence Wealth


NEW YORK, January 20, 2022 (Globe Newswire) — Zoe, a digital platform that accelerates wealth creation by distinctive buyer experiences and modern know-how, at present introduced one in every of its 2021 partnerships. Registered Unbiased Advisory Companies (RIAs) becoming a member of ZO are certified and vetted earlier than becoming a member of the community. The corporate thus ensures the proper interest-aligned advisors to interact the purchasers.

One of many 2021 additions to Zoe Networks was Accentual Wealth Advisors, a agency that operates beneath the philosophy that built-in monetary recommendation is best than fragmented methods. Their advisors have in mind every shopper’s full monetary image, together with investments, planning, taxes, belongings and dangers, to create a strong, customized wealth administration plan. As well as, the agency has a course of known as ‘E3’, which entails going by phases of analysis, execution and growth in an effort to convey the monetary plans of every of their purchasers to life.

With almost twenty years of expertise within the monetary trade and 10 areas nationwide, Accentual Wealth Advisors serves over 2,500 purchasers and accounts for $4.3 billion in belongings beneath administration (AUM). Excellence and accountability are the 2 core values ​​by which every of their consultants works and they’re enthusiastic about serving to all purchasers design plans to realize their targets. Shoppers can join with Exencial’s advisors by Zoe.

Monica stated, “It’s a nice honor and privilege to be part of Zoe’s community. It has enabled us to fulfill nice potential clients and to assist extra individuals connect with their monetary plans with the ‘why’ of our The scope has expanded.” Sips, CFP®, CIMA®, Excellence Wealth Advisors Accomplice and Senior Wealth Advisor.

Andrés García-Amaya, CFA®, Zoe’s Founder and CEO, stated, “Axenial Wealth Advisors have been an excellent addition to Zoe. They supply the best high quality service to all of the purchasers they’re connecting with. RIAs like Xenial MADADZO solves wealth administration uncertainty and offers assist to purchasers looking for trustworthy recommendation to create and efficiently execute strategic plans.”

Be taught extra about Zoe at www.zoefin.com

Be taught extra about Exencial Wealth Advisors https://exencialwealth.com

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Zoe was based with one mission: to speed up wealth creation by distinctive customer support and modern know-how. The corporate’s human specialists, coupled with highly effective know-how, take the friction out of working with a monetary advisor. By means of Zoe’s Platform, you may be matched with Zoe Licensed Monetary Advisors throughout the US, based mostly in your distinctive monetary state of affairs and targets. Zoe’s thoughtfully designed community of interest-aligned monetary advisors and monetary planners contains solely the highest 5% of the nation.

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Determine 1: Zoe Monetary and Monetary Wealth

zoe monetary and monetary wealth

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