Andres Garcia-Amaya, CFA
@andrgarc
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Founder @Zoefinancial | Helping people grow and protect their wealth | | #Fintech #RIA
New York, NY
Joined May 2009
This is the story of how @ZoeFinancial came to be. https://t.co/IFMmktEzeR
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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.)
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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.
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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.
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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: https://t.co/AoYxHnZE3M
#wealthtech
citywire.com
The Zoe Wealth platform aims to simplify the onboarding process and make it easier for advisors to take over portfolio management for mass affluent clients.
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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
NEW YORK, Jan. 04, 2023 (GLOBE NEWSWIRE) -- Zoe Financial was selected as a winner for NerdWalletʼs 2023 Best-Of Awards for the category of Best Online...
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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 …
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Here is our @CNBC segment from earlier today https://t.co/jPH4LsCNAZ. Great conversation @KellyCNBC !
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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.
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Prediction: Twitter doesn't go down and their product velocity improves significantly a month out
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Whether you are Hispanic or not, a key ingredient to new business success is making it personal. Read more: https://t.co/16xfJDxAZt Written by @andrgarc
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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
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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
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As we celebrate one year of the SB Opportunity Fund, @ZoeFinancial Founder @andrgarc shares why he connected with our mission. We are looking to invest in more #technology companies led by Black, Latinx & Native American founders. Send us a note at https://t.co/xFH1MghPb2
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