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Zoe Financial discloses stealth raise from big RIAs, even as it launches its own RIA and walks tightrope on potential conflicts

The New York City referral machine raised funds last May from Mariner Wealth, Creative Planning and Sequoia Financial and now says those firms won't get preferential dibs on referrals.

Author Brooke Southall January 26, 2023 at 2:20 AM
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Andres Garcia-Amaya: 'We were surprised how quickly RIAs were willing to adopt.'
Keith Girard contributed to the editing of this article.

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