1. Home
  2. 💰 Finance
  3. Zoe Financial
Zoe Financial

Zoe Financial

Your Way to Wealth

7 ratings
6 reviews
🔧 Utilities
💰 Finance
Free

Details

  • Released
  • Updated
  • April 12, 2024
  • July 21, 2026

Features

Developer

Zoe Financial Inc.
✨Promote your app ✨
Zoe Financial screenshot #1 for iPhone
Zoe Financial screenshot #2 for iPhone
Zoe Financial screenshot #3 for iPhone
⭐6
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦~ in 1 month
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

This wealth platform connects you with a financial advisor and advanced technology for a unique investment experience. Track your investment accounts, view performance, and monitor transaction history.

✓Investment account access
✓Performance tracking
✓Current holdings view
✓Transfer status
✓Transaction history
Show original description
+1

What's New in Zoe Financial

2.6.3

July 21, 2026

We released some fixes for the deposit transfers, hiding not accounts allowed for the type of transfer

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
Show more
Fishpen0Fishpen0

Easy and modern

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

Really useful

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

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
0012jpabc0012jpabc

FAQ

How secure is Zoe Financial?

Zoe Financial is designed as a modern wealth platform that combines trusted financial advice with technology. Specific security measures are not detailed in the provided description, but it is accessible only via invitation from a financial advisor, suggesting a level of controlled access.

What financial institutions does Zoe Financial support?

The provided description does not specify which financial institutions Zoe Financial integrates with. It focuses on accessing your investment accounts and tracking performance within the platform.

Can I initiate new transfers within the Zoe Financial app?

No, new transfers must be initiated from the desktop website. The app allows you to view the status of current transfers and transaction history, but not to create new ones.

What is the update frequency for Zoe Financial?

The latest version of Zoe Financial is 2.5.0, released on March 26, 2026. While the exact update frequency isn't stated, this indicates ongoing development and support for the application.

What devices is Zoe Financial available on?

Zoe Financial is currently supported on iPhone devices. Information regarding Android or other platform availability is not provided.

What is the age rating for Zoe Financial?

Zoe Financial has an age rating of 17+. This is typical for financial applications that involve investment and wealth management.

How do I get started with Zoe Financial?

To get started with Zoe Financial, you must first receive an invitation from your financial advisor. Once invited, you can download the app and log in to access your investment accounts.

Does Zoe Financial have ads?

No, Zoe Financial does not contain advertisements. The app is free to download and use, focusing solely on providing wealth management services.