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Home›Latino Finance›Zoe Financial announces partnership with Alchemist Wealth

Zoe Financial announces partnership with Alchemist Wealth

By Eric P. Wolf
September 23, 2021
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Zoe Financial, a digital marketplace designed to connect clients with highly trained fiduciary financial advisors, has announced an exciting partnership with Alchemist Wealth, a group of financial planners and coaches aimed at empowering women, two-way couples income and families of color.

Zoe Financial & Alchemist Wealth

Zoe Financial & Alchemist Wealth

Zoe Financial & Alchemist Wealth

NEW YORK, September 23, 2021 (GLOBE NEWSWIRE) – Zoe Financial, a digital marketplace designed to connect clients with highly skilled fiduciary financial advisors, today announced a meaningful partnership. Zoe’s meticulously organized network of independent financial fiduciary advisers includes only the richest 5% in the country. All advisors are carefully vetted to ensure they are best in class and trustees.

Through this network, you will now be able to partner with Alchemist Wealth Advisors, a black-owned independent registered (RIA) consulting firm specializing in equalizing access to financial planning.

Alchemist’s story is unique. The company was founded by Andrew and Fred Tudor, two brothers who have spent their entire adult lives in the financial industry. As a result, they understand the need to offer equal opportunity and knowledge of wealth. They decided to attack the racial wealth gap in a unique way with five important values ​​in mind: freedom, family, integrity, relationships and rewarding work.

“Zoe’s commitment to providing tailored and personalized service to each client is what most closely matches our mission,” said Andrew J. Tudor, Co-Founder of Alchemist Wealth, CFP®, RICP®. “We aim to uncover the values, hopes and fears of our clients in order to create a truly personalized plan. We provide the support, advice and accountability you need to achieve your financial goals. “

Zoe Financial CEO Andres Garcia-Amaya strongly believes in democratizing access to financial services for people of all backgrounds. “Being a Latino founder myself, supporting Black, Latin and Native American founders is personal. Alchemist Wealth’s mission and values ​​align with ours, and we are excited about this partnership,” said Andres.

Learn more about Zoe Financial at www.zoefin.com.

Learn more about Alchemist Wealth at www.alchemistwealth.com.

About Financière Zoé

Zoe Financial was founded with a mission: to empower consumers to make better financial decisions. The company’s algorithm removes the frictions associated with choosing a financial advisor, delivering a technology-driven marketplace that delivers matches based on your unique financial goals and connects you with Zoe Certified Financial Advisors across the channels. United States. Zoe’s carefully curated network of top independent, fiduciary, and commission-free financial advisers and planners includes only the richest 5% in the country.

Contact: [email protected]

Related images

Image 1: Zoe Financial & Alchemist Wealth

Zoe Financial & Alchemist Wealth

Image 2: Zoé Financière

Zoé Financial

This content was posted through the press release distribution service at Newswire.com.

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