Assets Approved

Zoe Financial is a New York-based financial advisory service that connects clients with vetted fiduciary financial advisors, emphasizing trust and transparency in wealth management. The company offers a streamlined process for users to find and interview advisors, aiming to enhance their financial growth through personalized guidance. With the Zoe Wealth Platform, clients can quickly open and fund investment accounts while tracking their net worth and monitoring their portfolios. Zoe Financial's commitment to quality service is reflected in user testimonials, highlighting the effectiveness of their advisor matching service. Generated from the website

Corporate Co-Pilot, based in New York, NY, specializes in financial consulting services designed to help businesses grow. They focus on partnering with clients from start to finish, addressing their unique needs while developing effective strategies and high-level reporting structures. With a commitment to achieving client goals, Corporate Co-Pilot offers expert guidance in strategic planning and advising. Their comprehensive approach ensures that clients receive tailored solutions that foster business growth and innovation. Generated from the website

The Franchise Advisor, led by Mariel Miller, is a premier consultancy in New York, NY, dedicated to empowering entrepreneurs as they navigate the franchise landscape. With over 30 years of franchise development experience, Mariel has successfully placed thousands of franchisees and has been recognized as a top expert in the field. Offering a comprehensive discovery process, The Franchise Advisor provides essential support in franchise ownership, marketing, and development strategies. Equipped with a data-driven approach, Mariel and her team focus on tailoring solutions to meet the unique goals and needs of each client, ensuring long-term success in their franchise ventures. Generated from the website