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Zoe Financial

Zoe Financial

Your Way to Wealth

7 ratings
6 reviews
🔧 Utilities
💰 Finance
Free

Details

Released
April 12, 2024
Updated
November 5, 2026

Features

Developer

Zoe Financial Inc.
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Zoe Financial screenshot #1 for iPhone
Zoe Financial screenshot #2 for iPhone
Zoe Financial screenshot #3 for iPhone
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About

This wealth platform combines financial advisory services with advanced technology for a unique investment experience. Stay connected to your investment growth by accessing account balances, performance, and transaction history.

✓Investment account connection
✓Account balance access
✓Investment performance tracking
✓Current holdings view
✓Transfer status and history
✓Transaction history
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+1

What's New in Zoe Financial

2.7.0

November 5, 2026

- A new way to withdrawal your money was added - Schwab support accounts enabled - Enable performance chart view

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User reviews

Most RecentHighest RatedLowest Rated

Log Scale

For whatever reason this app has chosen to draw all the charts in log scale, which is extremely deceptive. A $1000 change on the right of a chart looks smaller than a $100 change on the left of the same chart. The app also does not separate gains and losses from deposits into separate lines which obfuscates losses
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FFishpen0

Easy and modern

Zoe has been great to use. I’m a big fan.
MMenotus

Really useful

This app helps me manage my investments with my advisor and it is extremely helpful to track my net gains
C9Chris P 9210

Love it!

Just started using ZWP and love how intuitive it has been. Super easy to use and has a nice dashboard so that I can keep track of my holdings. A lot easier to use than some of the antique platforms I was used to in the past!
Ppbuhrmaster

Very useful app

This is so good and allow me to check all of my transactions and how my money is doing in a day to day, just what I wanted
00012jpabc

FAQ

What is Zoe Financial?

Zoe Financial is a modern wealth platform that integrates financial advisory services with technology to offer a unique investment experience. It allows users to stay connected to their investment accounts and track their financial growth.

How do I get access to Zoe Financial?

Access to Zoe Financial is exclusively through an invitation from your financial advisor. Once invited, you can download the app to begin managing your investments.

Can I initiate new transfers within the Zoe Financial app?

No, new transfers must be initiated from the desktop website. Please visit app.zoefin.com/login to create a new transaction.

What information can I view in the Zoe Financial app?

In the app, you can access your account balance, view investment performance, see your current holdings, and check the status of current transfers. You can also review the history of deposits, withdrawals, and other transactions.

What devices is Zoe Financial available on?

Zoe Financial is currently supported on iPhone devices. The app was last updated on November 5, 2026, with version 2.7.0.

What is the user rating for Zoe Financial?

Zoe Financial has a strong user rating of 4.7 stars based on 7 ratings. This indicates a generally positive user experience with the platform.

Is Zoe Financial free to use?

Yes, Zoe Financial is available for free. There are no in-app purchases or advertisements associated with the app.

What is the age rating for Zoe Financial?

Zoe Financial has an age rating of 17+. This is typical for financial applications that handle sensitive personal and investment information.