Procyon Adopts Zoe Financial's End-to-End Wealth Platform to Support Firm Growth and Mass-Affluent Clients
Zoe Financial, a modern wealth management platform working to improve operational efficiency for financial advisors while improving the client experience, is thrilled to announce a new partnership with Procyon, an independent RIA headquartered in Connecticut with $9B AUM. The partnership aims to support Procyon's recent firm acquisition and continued growth while enhancing the service experience for the firm's clients, particularly accounts...
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