What departments does Zoe Financial have?

Zoe Financial has employees across 8 departments including Product Management, Sales, Engineering, Operations, Customer Success.

What is the largest department at Zoe Financial?

The largest department at Zoe Financial is Engineering with 4 employees.

Where are Zoe Financial employees located globally?

Zoe Financial has employees across 5 continents and 11 countries including Mozambique, Liberia, Zambia, India, Malaysia.

How has Zoe Financial's team size changed over time?

Zoe Financial's team has decreased from approximately 57 to 52 employees based on available data.

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Zoe Financial Employee Directory

Financial ServicesNew York, United States51-200 Employees

Zoe Financial operates as a digital wealth platform within the financial services industry, focused on helping clients grow and protect their wealth. Its platform consolidates activities such as account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into a single advisory experience. The service targets registered investment advisors and mass affluent clients, aiming to simplify wealth management while delivering more personalized outcomes. The company is based in New York City and is characterized as a mid-sized firm.

In March 2026, Zoe Financial was named Wealth Management Company of the Year at the FinTech Breakthrough Awards, reflecting external recognition of its work in the wealth management space.

Zoe Financial Global Highlights

North America
55

United States Of America
54
Cuba
1

South America
11

Colombia
7
Argentina
3
Ecuador
1

Africa
3

Mozambique
1
Liberia
1
Zambia
1

Asia
2

India
1
Malaysia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Zoe Financial's Leadership

A. K.
Vice President Of Sales
Mobile Phone
Email
C. P.
Head Of Product Solutions
Mobile Phone
Email
O. M. P.
Director Staff Engineer
Mobile Phone
Email
S. A.
Director Of Front End Engineering
Mobile Phone
Email
L. F. R. R.
Senior Finance & Operations Manager
Mobile Phone
Email
C. K.
Client Relationship Manager
Mobile Phone
Email
S. P.
Senior Marketing Associate
Mobile Phone
Email
C. A.
Senior Frontend Developer | Platform Engineer
Mobile Phone
Email

Zoe Financial Employee Metrics

100%

50%

2026

2025

Banking
Information Technology
Sales
Entrepreneurship
Quality Assurance
Other
Arts & Design
Finance

Contact profiles from Zoe Financial

Name

Title

Contact Info

Location

Last Update

J. G.
Trading Ops Analyst
Mobile Phone
Email
Jul 01, 2026
D. V. F.
Billing
Mobile Phone
Email
Jun 12, 2026

Frequently Asked Questions

What is Zoe Financial known for?

Zoe Financial was founded in 2018 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-646-522-****

. Explore Zoe Financial's company overview page for more information.

What is Zoe Financial's most common email format?

Zoe Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zoe Financial email formats with LeadIQ.

How many employees does Zoe Financial have currently?

Zoe Financial has approximately 63 employees as of July 2026. These team members are located across 5 continents, including North AmericaSouth AmericaAfrica.

Who are Zoe Financial's key employees and leadership?

As of July 2026, Zoe Financial's key employees include:

Vice President Of Sales: A. K.
Head Of Product Solutions: C. P.
Director Staff Engineer: O. M. P.
Director Of Front End Engineering: S. A.
Senior Finance & Operations Manager: L. F. R. R.

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Zoe Financial Employee Directory

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