The Zoe Wealth Platform: Recognized for Driving Growth for Financial Advisory Firms
NEW YORK, NY / ACCESSWIRE / September 17, 2024 / Zoe Financial, known for its wealth platform for RIAs to outsource middle and back office functions, was recently announced as a finalist for the 2024 ThinkAdvisor Luminaries Awards. The platform was selected as a finalist under the categories of Financial Advisory Support and RIA Support Platform Providers. "We trust that the platform we've built and the service we deliver are what advisory...
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