Zoe Financial | 9,948 followers on LinkedIn. Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide. | Zoe is a wealth platform with the mission to help grow and protect clients’ wealth. Zoe’s platform brings account opening, funding, automated rebalancing, tax-loss harvesting, direct indexing, and commission-free fractional trading into one cohesive advisory experience. Our Team’s Core Values 1.