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Zoe Financial
Location
666 Third Ave, 6th Floor,
New York, 10017, NY,
United States
Website
https://www.zoefinancial.com/
Phone
1 646-680-9244
Artw industry
Banking and Financial Services
Employee
Revenue

Zoe Financial Technographics

Zoe Financial Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Zoe Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Zoe Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Zoe Financial has purchased the following applications: GoDaddy for Application Hosting and Computing Services in 2019, OpenResty ENTERPRISE for Apps Development in 2024, Apex AscendOS for Asset and Wealth Management in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Zoe Financial is running and its propensity to invest more and deepen its relationship with GoDaddy , OpenResty , Apex Fintech Solutions or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Zoe Financial revenues, which have grown to $15.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Zoe Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Zoe Financial Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2019 2019
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
OpenResty Legacy OpenResty ENTERPRISE Apps Development PaaS n/a 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Apex Fintech Solutions Legacy Apex AscendOS Asset and Wealth Management Investment Management n/a 2024 2024 In 2024, Zoe Financial implemented Apex AscendOS in the Apps Category . The deployment used Apex AscendOS as an advisor-centric, cloud-native platform to support digital account opening, funding, portfolio rebalancing, and automated back-office workflows for registered investment advisors in the United States. Configuration centered on vendor-hosted, cloud-native components of Apex AscendOS with functional modules for digital account onboarding, funding rail orchestration, automated rebalancing, and back-office task orchestration. The implementation emphasized advisor workflow automation and account lifecycle orchestration, aligning application configuration with advisor-facing onboarding and client funding processes. Operational coverage targeted Zoe Financial operations, advisor onboarding teams, and client service functions supporting US-based RIAs, with the platform operating as the primary digital account and back-office engine. Integrations are limited to those described by the vendor, with the implementation leveraging Apex AscendOS native capabilities rather than named third-party connectors in the provided materials. Governance and process changes focused on formalizing automated back-office workflows and shifting manual reconciliation and account setup tasks into platform-driven processes, with runbooks and controls mapped to the Apex AscendOS modules. Outcomes documented in the case study include reduced manual back-office work and faster onboarding for advisors and clients, reflecting operational streamlining achieved through Apex AscendOS.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Chatbots and Conversational AI AI-Powered Application 2025 2025
Chatbots and Conversational AI AI-Powered Application 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Customer Support CRM 2024 2024
Digital Advertising Platform CRM 2025 2025
Digital Advertising Platform CRM 2025 2025
Marketing Analytics CRM 2025 2025
Marketing Automation CRM 2025 2025
Marketing Automation CRM 2025 2025
Marketing Automation CRM 2025 2025
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Secure Sockets Layer (SSL) CyberSecurity 2019 2019
IT Decision Makers and Key Stakeholders at Zoe Financial
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Zoe Financial Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Zoe Financial Technographics

Zoe Financial is a Banking and Financial Services organization based in United States, with around 60 employees and annual revenues of $15.0 million.

Zoe Financial operates a diverse technology stack with applications such as GoDaddy, OpenResty ENTERPRISE and Apex AscendOS, covering areas like Application Hosting and Computing Services, Apps Development and Asset and Wealth Management.

Zoe Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GoDaddy, OpenResty and Apex Fintech Solutions.

Zoe Financial recently adopted applications including Cloudflare CDN in 2025, Hubspot Live Chat in 2025 and HubSpot Conversations in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Zoe Financial’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Zoe Financial’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Zoe Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.