# Zoe Financial

> Zoe Financial is a New York based wealth management technology company operating a
> two-sided platform: Advisor Match, which connects individuals with vetted independent
> fiduciary financial advisors, and the Zoe Wealth Platform, an all-in-one TAMP for
> registered investment advisers. Zoe Financial, Inc. is an SEC-registered investment
> adviser (CRD 285158); affiliate Zoe Securities LLC is a FINRA/SIPC member
> broker-dealer (CRD 326979), custodying through Apex Clearing and Charles Schwab.

**There is no Zoe Financial API.** As of 2026-09-05 Zoe publishes no public API, no SDK,
no developer portal, no machine-readable contract (OpenAPI, AsyncAPI, GraphQL, gRPC,
WSDL), no MCP server and no A2A agent card. This file is generated by API Evangelist from
the company's public website; it is not published by Zoe Financial. Do not attempt to
call api.zoefin.com — it is a first-party gateway whose routes are entirely
authenticated and it is not offered to third parties.

## Products

- [Advisor Match](https://my.zoefin.com/find-an-advisor): concierge plus algorithmic matching of individuals to vetted independent fiduciary advisors.
- [Zoe Wealth Platform (TAMP)](https://zoefinancial.com/advisors): digital account opening, funding and ACAT transfers, sub-advisory trade execution, household-level automated rebalancing, tax-loss harvesting, model marketplace, high-yield cash accounts, private labeling, outsourced middle-office operations.
- [Model Marketplace](https://zoefinancial.com/model-marketplace): third-party model portfolios available to advisers on the platform.
- [Salesforce integration](https://zoefinancial.com/salesforce): advisor workflows and account data surfaced inside Salesforce CRM.
- [eMoney integration](https://zoefinancial.com/emoney): client profiles, accounts, holdings and projections kept in sync.

## Company

- [Website](https://zoefinancial.com/)
- [About](https://zoefinancial.com/about-us)
- [Advisors / platform overview](https://zoefinancial.com/advisors)
- [Articles](https://zoefinancial.com/articles)
- [Press](https://zoefinancial.com/press)
- [White papers](https://zoefinancial.com/white-papers)
- [Careers](https://zoefinancial.com/careers)
- [Contact](https://zoefinancial.com/contact-us)
- [Book a demo](https://zoefinancial.com/book-a-demo)

## Pricing and legal

- [Fee schedule](https://zoefinancial.com/fee-schedule): brokerage and service fees. Not API pricing.
- [Legal hub](https://zoefinancial.com/legal)
- [Terms of use](https://zoefinancial.com/terms-of-use)
- [Privacy policy](https://zoefinancial.com/privacy-policy)
- [Form ADV Part 2A](https://adviserinfo.sec.gov/firm/brochure/285158)
- [Form CRS](https://reports.adviserinfo.sec.gov/crs/crs_285158.pdf)

## Regulatory

- [SEC IAPD — Zoe Financial, Inc. (CRD 285158)](https://adviserinfo.sec.gov/firm/summary/285158)
- [FINRA BrokerCheck — Zoe Securities LLC (CRD 326979)](https://brokercheck.finra.org/firm/summary/326979)

## Optional

- [Advisor sign-in](https://app.zoefin.com/login)
- [findanadvisor.com](https://findanadvisor.com/): consumer-facing advisor matching property.
- [GitHub organization](https://github.com/zoefinancial): one public repository, a 2017 fork of a third-party Quovo PHP client. No first-party code is published.