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.

Zoe Financial

AdvisorStream provides an omnichannel marketing platform for financial advisors that aims to enhance client communications and drive growth through automation and AI-powered insights.

AdvisorStream

Arnerich Massena is an independent investment advisory firm that provides wealth management and endowment services. The firm focuses on portfolio management, investment advisory services, and family office services.

Arnerich Massena

Corient is a wealth management firm that provides financial advisory services through a network of expert partners managing $185 billion in client assets.

Corient

Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualiﬁed aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process.  Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their ﬁnancial lives, and grow their wealth.Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash.Our Team’s Core Values1. Put the client first    The first question we ask ourselves is “How does this help the client?”    2. Act like an owner    We're fully accountable for our actions and the first to own up to our mistakes.3. Build like a teammate    We value collaborative efforts and give credit to others.     4. Have a growth mindset    We worry less about looking smart and put more energy into learning through hard work and feedback.     5. Show grit    We are resilient and adaptable. We’re passionate about achieving your goals.     6. Be optimistic     To achieve the unachievable, we’re confident about the future. 7. Act with urgency    We don’t leave for tomorrow what can be done today8. Drive impact    We accomplish amazing amounts of meaningful work consistently and make our colleagues better.

Metric
Company Name	Zoe Financial	AdvisorStream	Arnerich Massena	Corient
Symbol
MSH ID	COM:ZOEFIN	COM:ADVISORSTREAM	COM:ARNERICHMASSENA	COM:AVALONADVISORS
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Commercial & Professional Services	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services & Finance	Marketing Technology	Investment Management	Wealth Management
Country	US	US	US	US
Stage		Debt Financing
Employee Count	67
Website	zoefin.com	advisorstream.com	arnerichmassena.com	avalonadvisors.com
LinkedIn	zoe-financial-inc.	advisorstream
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	142.16K	1.17K
Web Traffic Growth	-0.19	4.92
Valuation
Raised Capital	1.52M

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COM:ZOEFIN

Zoe Financial

Company Overview

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