CPS Investment Advisors is a fiduciary, full-service and independent financial advisory firm founded by CPAs providing holistic financial plans aimed at wealth building. Self-described as committed to serving clients without commission biases and offering tailored financial services.

CPS Investment Advisors

Zoe is a modern wealth platform that carefully curates a network of independent, fee-only financial advisors and financial planners across the country. The platform aims to make wealth creation tailored and convenient through innovative technology and exceptional client service.

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Company Name	CPS Investment Advisors	Zoe Financial
Symbol
MSH ID	COM:CPSINVEST	COM:ZOEFIN
Market	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance
Industry	Financial Advisory	Financial Services & Finance
Country	US	US
Stage
Employee Count		67
Website	cpsinvest.com	zoefin.com
LinkedIn		zoe-financial-inc.
Founders

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Market Cap
Enterprise Value
Monthly Web Traffic	79
Web Traffic Growth	-0.14
Valuation
Raised Capital

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Revenue 2026

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Revenue Growth (NTM)
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EBITDA Growth (LTM)
Net Income Growth (LTM)
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365-Day Growth Score

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Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

CPSI

COM:CPSINVEST

CPS Investment Advisors

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

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Operational Metrics

Cash Flow Metrics

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Efficiency Metrics

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Rule of 40 (LTM)
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