US-based wealth platform Zoe has signed a partnership with Virginia-based registered investment advisory (RIA) Craftwork Capital.

Craftwork Capital, which manages $32m in assets, provides financial planning or investment solutions to over 100 customers.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

As part of Zoe’s network, the firm will provide tailored and actionable advice to clients on the Zoe platform.

Zoe founder and CEO Andres Garcia-Amaya said: “Working with Craftwork Capital advisors is a constant reminder of how great wealth professionals accomplish impressive results when they dedicate their time and effort to getting to know their clients. Then, they carefully and thoughtfully create each strategy in a way that makes sense for the client based on their goals, risk tolerance, values, and priorities.”

Craftwork’s in-house Investment Committee creates customised investment portfolios based on the client’s unique goals, circumstances, and pain points.

Commenting on the partnership, Craftwork Capital founder and principal Ross Anderson said: “We are aware that financial goals without a plan are just wishes. We are passionate about understanding each person’s concerns and building strategies that will enable them to achieve all those goals.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Craftwork Capital founder and principal Daniel Messeca added: “We enjoy working with Zoe’s team to create unique experiences for each client. Our partnership has enabled us to meet clients for whom we have the right solutions and are the perfect match. In addition, partnering with Zoe has allowed us to meet people we wouldn’t have met otherwise.”