Account Manager, Zoe Financial
Connecting users with local, experienced financial planners
Job no longer available
Connecting users with local, experienced financial planners
21-100 employees
Job no longer available
21-100 employees
Company mission
Zoe Financial aims to help provide everyday users with independent, experienced, and tailored financial advisors who can offer personalised support and advice. Its algorithm matches users with advisors suited to their personal situation, before allowing them to connect, build a relationship, and achieve success on their route to financial success and security.
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Company mission
Zoe Financial aims to help provide everyday users with independent, experienced, and tailored financial advisors who can offer personalised support and advice. Its algorithm matches users with advisors suited to their personal situation, before allowing them to connect, build a relationship, and achieve success on their route to financial success and security.
92% employee growth in 12 months
Our take
Zoe Financial is a digital marketplace matching customers with vetted, top quality financial advisers. Their end-to-end digital products currently include a customer financial dashboard, review system, and a unique matching algorithm.
Founder and Wall Street veteran Andres Garcia Amaya has led Zoe Financial through an impressive initial growth period. Uptake has been strong thus far, with over 2,600 advisors, and they attracted prominent investor SoftBank’s Opportunity Fund to lead a Series A funding round in 2021, that gained them $10 million.
This is possibly due to their focus on independent firms, underserved customers, and transparency being both unique, and astute. Following the 2007/8 crash, private wealth management customers pivoted in favor of models offering more informed control at lower cost - so the algorithmic matching and customer-led marketplace is a big plus. Additionally, as amateur investors gain increased access to investment opportunities, a complementary and more casual wealth advisory market is likely to develop.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Flexible dress code
- Flexible vacation time
- Work from home opportunities
- Health insurance
Funding (last 2 of 3 rounds)
May 2021
$10m
Sep 2019
$3m
Total funding: $15m
This company has top investors
Leadership
Andres Garcia-Amaya
(Founder & CEO)After studying at the Wharton School, Andres worked at Morgan Stanley for 5 years and JP Morgan as an Executive Director for over 5 years. He used this industry knowledge to found Zoe Financial in February 2018, serving as CEO since.