United Capital Selects Zoe Financial as its Digital Wealth Platform

Zoe Financial, an innovative modern wealth platform catering to the digital-first affluent market, has announced a strategic partnership with United Capital Financial Advisors. Through this collaboration, Zoe integrates its pioneering technology with United Capital’s client-centered approach, aiming to elevate financial advisory services to a new level of digital savviness and client satisfaction.

The partnership marks a key development in United Capital's strategy, adopting Zoe's extensive digital wealth platform. This includes a seamless client dashboard for account management and tracking, and tools to optimize advisor productivity. Additionally, the collaboration features a unique client-advisor marketplace facilitated by Zoe to streamline the matching of clients with suitable fiduciary advisors.

Andres Garcia-Amaya, CEO of Zoe Financial, and Jim Rivers, President of United Capital Financial Advisors, both emphasized the synergy between the two companies, highlighting a shared commitment to enhancing client experiences through innovative digital solutions. This strategic alliance is set to transform United Capital's approach to wealth management and further its growth ambitions.