Founder @Zoefinancial | Helping people grow and protect their wealth | | #Fintech #RIA
New York, NY
Joined May 2009
- Tweets2.7K
- Following686
- Followers1.6K
- Likes2.1K
Pinned Tweet
This is the story of how @ZoeFinancial came to be.
hubs.ly/H0pTctv0
The MBAs asked Qs that they thought would make them seem smart. And they mostly asked Qs to have a moment to share 'what they would do in my place' once my response was given. (Keep in mind that none of them had been founders prior to school.)
Andres Garcia-Amaya, CFA retweeted
My current belief:
Working on 1 good business for 10 years will likely beat working on 10 decent things for 1 year each.
Focus is hard.
But I think working on 1 thing for a long time will create way more value than working on 10 things for short time.
Andres Garcia-Amaya, CFA retweeted
Thanks @signatureblock_ and @rrhoover for including us with this amazing group of GPs.
Nomad Ventures
GPs: @JamesMumma & @ChrisNakTaylor
Nomad Ventures is an LA-based early stage fund focused on marketplace businesses at the pre-seed and seed stage. The GPs are entrepreneurs who have helped build fast growing startups such as Uber, Uber Eats, Opendoor, and Bird.
Got a Brock Pordy reference in there today cnbc.com/video/2023/01/19/em…
Andres Garcia-Amaya, CFA retweeted
Thank you, @CitywireRIA!
@AndrewFoerch's interview with @andrgarc, Zoe's Founder & CEO, covers how this innovative platform is a game changer for advisors and clients alike: citywire.com/ria/news/referr…
#wealthtech
So we won @NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor for the second year in a row!
So incredibly proud of the @ZoeFinancial team and our RIA partners! globenewswire.com/news-relea…
Andres Garcia-Amaya, CFA retweeted
The best coach I ever had told me this:
Realists are more likely to be right.
Optimists are more likely to be happy and rich.
Always stuck with me …
Here is our @CNBC segment from earlier today youtube.com/watch?v=CJ4d94qL…. Great conversation @KellyCNBC !
Andres Garcia-Amaya, CFA retweeted
Don't imitate qualities of your heroes at random. Some are flaws they succeeded despite. The qualities that are easiest to imitate are the most likely to be the flaws.
Andres Garcia-Amaya, CFA retweeted
Whether you are Hispanic or not, a key ingredient to new business success is making it personal. Read more: hubs.li/Q01qcMYr0 Written by @andrgarc
NY is not for everyone. Cold winters..people are always in a rush. Everyone is direct. No pleasantries...really more like in your face. But man...the tempo & energy you get here. Have never felt it in any other city in the world.
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"Fin-Tech" was the future of Finance. But the Future is here..is just Finance now. Consumers know this..a fair amount of incumbents don't. That gap is what creates a once in a generation opportunity for builders
Been using this for last decade. We literally have it up on the wall at our office to orient the team on projects
@ShaanVP's power box
High impact/urgent
Low impact/urgent
High impact/not urgent
Low impact/not urgent
Similar to the Eisenhower matrix
Andres Garcia-Amaya, CFA retweeted
@ShaanVP's power box
High impact/urgent
Low impact/urgent
High impact/not urgent
Low impact/not urgent
Similar to the Eisenhower matrix
Very interesting and validates what we see when interviewing advisors.
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Thanks @Mike_Thrasher for the great coverage! So proud of the @ZoeFinancial team that made this big $1B milestone happen. We are just getting started though. Can't wait to celebrate the 1 millionth happy client in the years to come
The latest in @RIAIntel: I spoke to @ZoeFinancial founder @andrgarc about the advisor-client matchmaker's accelerating growth.
A Business Milestone at Advisor-Client Matchmaker Zoe Financial riaintel.com/article/b1sh4ry…
Andres Garcia-Amaya, CFA retweeted
Had a great time hosting @reshmasaujani, founder of @GirlsWhoCode, at the @TopLatinxTech ($13B exits & $120B AUM) private chat yesterday. Thank you to my co-hosts @tommychavez (2 x Unicorn Exits) Founder of @Ketch_Digital & @jazminsmedina from @newviewcap ($1.2B AUM).
