RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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


Headline

Publish date


Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm

Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board

October 9, 2018 at 8:55 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo