$3.4B AUM RIA SteelPeak Wealth Partners With Zoe Wealth …

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Is Zoe financial partnering with steelpeak wealth?

NEW YORK CITY, NEW YORK / ACCESS Newswire / January 23, 2025 / Zoe Financial, an all-in-one digital wealth platform that aims to transform the wealth management experience for RIAs and individuals, is excited to announce its strategic partnership with $3.4B AUM LA-based RIA firm SteelPeak Wealth. ...

Why did steelpeak choose Zoe?

Why SteelPeak Wealth Chose Zoe With a focus on simplifying sophisticated wealth management, SteelPeak saw Zoe as a strategic partner to augment its growth efforts as well as improve client experience while driving efficiencies for their advisors. ...

What sets the Zoe wealth platform apart?

What Sets the Zoe Wealth Platform Apart The client-centric platform is a growth engine for independent RIAs nationwide. As an end-to-end solution, it equips advisors with digital capabilities to handle client onboarding, account opening, and funding in minutes. ...