Alternatives to Zoe Financial
Zoe Financial runs a turnkey asset management platform for fee-only fiduciary RIAs, acting as sub-advisor on client accounts, and a separate service that matches individuals and families with independent advisors from its vetted network. Zoe Financial, Inc. Read the Zoe Financial profile.
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accountsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
- RIAs
- Broker-dealers
- Insurance
TAMP & managed accountsSubscription
Dynamic Advisor Solutions
RIA platform, outsourced operations and TAMP for independent advisors
- RIAs
TAMP & managed accountsBasis points on assets
