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The latest in financial #AdviserTech — May 2021

The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers during May 2021. ....

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Lead-Gen Developer Zoe Financial Sees $10 Million Series A

Lead-Gen Developer Zoe Financial Raises $10 Million
Led by Softbank, Zoe has raised cash to improve its user experience and make new hires in a competitive niche.
SoftBank Group is leading a $10 million Series A funding round in Zoe Financial, a find-an-advisor service that has now landed a total of $16.3 million in funding, according to an announcement. Through its SoftBank Opportunity Fund, the Japanese conglomerate is investing in the U.S. wealthtech arena, leading a round that saw investments from Aaron Schildkrout, a former Uber executive; Jessica Lachs, a DoorDash vice president; Chris Nakutis, a former COO at an electric scooter company; and Republic Labs, which has invested in more than 40 companies around the globe. ....

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Lead-Gen Developer Zoe Financial Sees $10M Series A

Lead-Gen Developer Zoe Financial Sees $10M Series A
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Zoe Financial - AlleyWatch

Zoe Financial - AlleyWatch
alleywatch.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from alleywatch.com Daily Mail and Mail on Sunday newspapers.

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Zoe Financial Announces Its Collaboration With Modera Wealth Management

Zoe Financial Announces Its Collaboration With Modera Wealth Management
Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, announced today its collaboration with Modera Wealth Management ( Modera ), an industry awarded wealth advisor practice.
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NEW YORK, April 16, 2021 /PRNewswire/ Zoe Financial, a digital marketplace that empowers consumers to find vetted and reviewed fiduciary financial advisors, announced today a noteworthy collaboration. By searching for an advisor through Zoe s Advisor Network, investors are now able to match with advisors at an industry-rated fee-only advisory practice.
Modera Wealth Management was in Barron s Top 100 Registered Investment Advisor Firms (2020) and has consistently been rated among the Financial Times 300 Top Registered Investment Advisers (2014-2019). ....

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