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 Supergood's 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. Site terms may apply to any integration approach, and how they apply is a determination each team makes for itself.
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.
Supergood's grades measure one thing: can a customer's engineering team get their own data out programmatically? Supergood checks six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and rolls them into a letter grade. Supergood re-verifies grades, and they only move on evidence.
Not that we could find. As of August 2026 there is no official Zoe Financial MCP server in any public registry, and no maintained community server we're aware of. We re-verify this periodically — report an inaccuracy below if we missed one.
Not natively. Zoe Financial doesn't publish an MCP server, so MCP clients like Claude, Cursor, and Codex have nothing to connect to out of the box. If that changes, this page will reflect it.