# Zoe Financial — Your Way to Wealth > Modern wealth platform combining financial advisor value with technology for investment management. (iPhone/iPad app by Zoe Financial Inc..) - Source: https://appshunter.io/ios/app/zoe-financial/id6477495504 (this page in markdown: same URL + `.md`) - Developer: [Zoe Financial Inc.](https://appshunter.io/developer/1288743031) - Category: Finance, Utilities - Price: Free - Rating: 4.70/5 from 7 App Store ratings · 6 written reviews indexed - Age rating: 17+ - Requires: iOS 16.0 · 52 MB - Languages: American English - Released: 2024-04-12 - Data updated: 2026-09-02 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/zoe-financial/id6477495504/reviews.md ## What is Zoe Financial? Zoe Financial is the modern wealth platform that combines the value of a trusted financial advisor with best-in-class technology to create an investment experience unlike any other. Download the app to stay connected to the growth of your investment accounts. - Access your account balance, investment performance, and current holdings. - View the status of current transfers and the history of deposits, withdrawals, and other transactions. Zoe is only accessible through an invitation from your financial advisor. If you’ve already created your account, download the app and get started today! Note: New transfers must be initiated from the desktop website. Please visit app.zoefin.com/login to create a new transaction. ## Key features - Investment account access - Performance tracking - Current holdings view - Transfer status - Transaction history ## Recent user reviews (6 of 6) All indexed reviews: https://appshunter.io/ios/app/zoe-financial/id6477495504/reviews.md ### 3/5 — Log Scale *2025-09-10* 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 ### 5/5 — Easy and modern *2025-05-15* Zoe has been great to use. I’m a big fan. ### 5/5 — Really useful *2024-11-01, version 1.2* This app helps me manage my investments with my advisor and it is extremely helpful to track my net gains ### 5/5 — Love it! *2024-11-01* 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! ### 5/5 — Very useful app *2024-05-10, version 1.0* 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 ### 5/5 — Super easy and convenient *2024-04-13* Easy app to see my accounts with my advisor that I found through the Zoe network of fiduciary advisors, and be able to monitor their performance over time. Just a nice peace of mind to be able to login each day and keep track. Was able to see my pending transfers and dividend payments to keep track of things coming in and out. Interface is super easy to use and navigate, with clear charts on your investment accounts. Thank you! ## Frequently asked questions about Zoe Financial ### 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. ## Version history (last 5 releases) ### 2.6.4 — 2026-09-02 Clean up telemetry errors ### 2.6.3 — 2026-07-21 We released some fixes for the deposit transfers, hiding not accounts allowed for the type of transfer ### 2.6.2 — 2026-05-29 - New disclosures section was added in settings tab ### 2.6.1 — 2026-05-21 - Transfer approval notifications: new banners keep you updated in real time - Stability and interface improvements ### 2.6.0 — 2026-04-27 What's New: Deposits: Fund your investment accounts directly from the app. Securely link your bank through Plaid and transfer money with a seamless, native experience. Transaction Table: A redesigned transaction view lets you see all transfers, details, and statuses in one place with a cleaner, more intuitive layout. Multi-Factor Authentication: We've added MFA to keep your account secure. An additional verification step is now required when logging in with your email and password. Household Allocation: View your household's holding distribution from the app, matching the experience available on web. ## Apps similar to Zoe Financial | App | Rating | Price | Category | | --- | --- | --- | --- | | [Vestwell](https://appshunter.io/ios/app/vestwell/id6502456411) | 4.3 (137) | Free | Finance | | [Advyzon](https://appshunter.io/ios/app/advyzon/id1643794448) | 3.4 (7) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.6 (28) | Free | Finance | | [Pinnacle Advisors](https://appshunter.io/ios/app/pinnacle-advisors/id6480137208) | — | Free | Finance | | [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.5 (42) | Free | Finance | | [Altruist Client](https://appshunter.io/ios/app/altruist-client/id1498498855) | 4.8 (1,524) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-02.*