Zoe Financial

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management. Put simply, it is about accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. They also list Financial Services, FinTech and Wealth Management, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Zoe Financial is based in New York, New York and around since 2018. Their site is zoefinancial.com.

Things worth asking about: rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

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