Zoe Financial
Zoe is a wealth platform with the mission to help grow and protect clients’ wealth. Zoe’s platform brings account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into one cohesive advisory experience. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is, “How does this help the client?” 2. Act with urgency We don’t leave for tomorrow what can be done today 3. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes.
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Verified contacts
58
available on Kipplo
LinkedIn employees
65
11 to 50 range
Open roles
19
across 3 depts
Distinct roles
41
indexed titles
Tech stack
3
tools in use
Monthly traffic
3.8K
organic / mo
Hiring · 19 open positions across 3 departments
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Decision-makers and verified team members
58 contacts with verified email or phone · masked until revealed.
- DF
Dillon Ferguson
VP of Product · General Business & Management
EmailPhone - RG
Rajesh Gaur
Head of Investment Solutions · Finance & Accounting
EmailPhone - AK
Alex Kemp
VP of Sales · Other
EmailPhone - AG
Andres Garcia-Amaya
Founder & CEO · Other
EmailPhone - CP
Carolina Padilla
Marketing Director · Advertising & Marketing
EmailPhone - CP
Cristian Pardo
Director of Product · Sales & Business Development
EmailPhone - RB
Reece Benevides
Director of Advisor Success · Customer/Client Service
EmailPhone - LF
Luisa Fernanda Ramirez Rangel
Senior Finance & Operations Manager · Finance & Accounting
EmailPhone - RB
Reece Benevides
Relationship Manager · Sales & Business Development
EmailPhone
Showing 9 of 58 verified contacts
Top roles at Zoe Financial
41 distinct titles indexed · top 10 shown.
- 5account executive
- 2back end developer
- 2backend developer
- 2client success manager
- 2senior product designer
- 2software quality assurance engineer
- 1()
- 1administrador de finanzas
- 1back-end developer
- 1billing analyst
- +31more titles
Sign up to unlock all 58 contacts at Zoe Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 58 verified contacts at Zoe Financial
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