Blog/ Partner Updates

Zoe Financial Announces Partnership with Wealthbox

October 6, 2021

Today we’re excited to let the Wealthbox community know about a new marketing partnership with Zoe Financial, a digital marketplace that helps consumers find and hire vetted financial advisors. Zoe Financial has issued a press release about the partnership—check it out here.

Modern CRM and lead-generation services work well together for financial advisors who want to grow their practices, and under the agreement with Zoe Financial, Wealthbox is happy to jointly promote our products and offer discounts to advisors.

Join Wealthbox and Zoe Financial at our live webinar on Wednesday, October 27th at 2:00 pm ET. Sign up now!

Representing over $1 billion in assets, Zoe Financial uses machine learning to match its curated network of independent, fiduciary, commission-free financial advisors and financial planners to pre-qualified prospects. Zoe’s lead generation platform provides practice analytics, new referral channels, expanded geographic coverage, pipeline management, branding, and one-to-one business coaching for its financial advisor clients.

Andres Garcia-Amaya, Founder and CEO of Zoe FinancialAndres Garcia-Amaya,
Zoe Financial Founder & CEO

“Zoe Financial wants to provide our advisors with best-in-class resources for client relationship management. We are confident Wealthbox’s solution is one of the strongest on the market to garner a higher touch service for clients and prospective clients alike,” said Zoe Financial Founder and CEO Andres Garcia-Amaya.

Jomin Bishop, VP of Sales at Wealthbox

“We’re thrilled to be partnering with Zoe Financial to help advisors get matched with the right prospects to grow their businesses,” says Jomin Bishop, VP of Sales at Wealthbox. “Wealthbox and Zoe share a common goal of empowering advisors through intuitive technology that serves their everyday practices and long-term goals.”

In addition to the joint promotion of Zoe Financial and Wealthbox’s services, the companies are exploring integration plans to connect CRM functionality with lead-generation services. Learn more in our upcoming partner webinar.

Join the Webinar

Join Wealthbox and Zoe Financial at our live webinar on Wednesday, October 27th at 2:00 pm ET. Sign up now!

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