Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management

Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management

Post Views: 248 Zoe, a digital wealth platform that connects clients with highly-vetted interest-aligned financial advisors, announced their partnership with Parkshore Wealth Management. The partnership enables clients to connect with Parkshore’s advisors through Zoe. The California-based registered independent advisory firm (RIA) offers comprehensive financial planning services to help clients achieve their “why.” Each of Parkshore’s…

Zoe Announces Its Partnership With Vincere Wealth Management

Zoe Announces Its Partnership With Vincere Wealth Management

Post Views: 223 Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory…