Zoe Financial API
Zoe Financial has no public developer API, OAuth flow, portal, or webhooks. Integrations with Salesforce, eMoney, and Wealthbox are bilateral builds by Zoe's own engineering team, and a Zapier listing exposes a few lead-level triggers. New connections start with a partnership conversation.
Frequently asked questions
Zoe Financial scores C on the API Report Card. Zoe Financial has no public developer API, OAuth flow, portal, or webhooks. Integrations with Salesforce, eMoney, and Wealthbox are bilateral builds by Zoe's own engineering team, and a Zapier listing exposes a few lead-level triggers. New connections start with a partnership conversation.
Zoe Financial has an official API, but teams routinely hit its limits: gated access, partial coverage, or paid tiers. Most end up supplementing it with exports or an unofficial API layer like Supergood.
Zoe Financial is a New York-headquartered fintech founded in 2016 by Andres Garcia-Amaya, CFA (formerly of JPMorgan Asset Management). The company operates two related products under one brand.
Vertical: Financial Services (advisor lead-generation marketplace + TAMP / sub-advisory / RIA custodial overlay / wealth management software). Consumer takes a 2-minute matching quiz and is introduced to up to three vetted fiduciary RIAs for a complimentary consultation.
Mid-tier consumer brand recognition, growing B2B/RIA footprint.
Consumer matching profiles: investable assets, income, location, planning needs, contact info, advisor preferences. Advisor network records: firm name, ADV data, credentials (CFP/CFA/CPA), fee schedule, AUM, specialties, geography, vetting status.
Founded 2016; ~10 years old as of 2026. Cloud-native and API-first from inception.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.