Helping Women Invest Smarter, Retire Better.
At Zyon Capital, our all-women team creates smart, personalized investment strategies that empower you and your family to invest with confidence, live with freedom, and retire with strength. Because your financial freedom isn't just a dream — it's a plan we create together.
Why Zyon Capital is Different?
As a female-led and owned firm, we understand the unique challenges and opportunities women face throughout life: career shifts, caregiving roles, family planning, entrepreneurship, and preparing for longer retirements. We’ve lived it, we’ve planned for it, and we’re here to guide you through it — every step of the way.
From Planning to Execution - We’re With You Every Step
It all begins with your Zyon Plan - a deep-dive series of 3–4 collaborative meetings where we analyze your cash flow, net worth, retirement savings, education accounts, and investment portfolio. We then co-create your customized financial roadmap with a clear, actionable To-Do list designed to grow your investments while planning for life’s big milestones (hello, new job, new baby, or new house!).
Once your plan is ready, we move swiftly to execution! We’ll start by automating your savings across retirement (IRAs), education (529s, UTMAs), and our expertly designed investment portfolios. We will optimize your investment portfolio for both growth and income — while protecting it against market volatility as you move closer to retirement.
Our 3-Step Process is Straightforward: Plan. Invest. Protect.
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Step 1 - Plan!
We start by getting to know you — your money, your family, your background, your goals. Through 3–4 friendly, hands-on meetings, we’ll dig into everything: your income, your savings, your investments, your liquidity needs, and what you want for your future.
Via this bespoke, hands-on process, our expert team will build your customized financial plan with a detailed action list for retirement, investments, tax optimization, liquidity management, and emergency cushion.
Your plan is completely yours to keep whether you choose to implement it yourself or with us. No strings attached!
If you already have a plan, or simply don’t need one, you can skip Step 1 and move directly to Step 2!
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Step 2 - Invest!
Once you are ready to invest, we’ll set up and automate your savings across our retirement accounts (IRAs), expertly crafted investment portfolios, and kids’ education funds (529s), making sure your money is working hard for you behind the scenes.
Then, we’ll design a balanced, risk-adjusted investment strategy that helps your savings grow steadily over time, while also protecting you from big market swings. As you get closer to retirement, we’ll adjust your plan to keep your future secure.
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Step 3 - Protect!
Life doesn’t always go according to plan — and that’s why protection is so important. We’ll help you get the right protection (like life and disability insurance) so that you and your loved ones are financially secure if something unexpected happens.
We’ll also guide you through building your Will, so your family is taken care of and your wishes are honored. Protection is the foundation that lets you build, grow, and enjoy your wealth with confidence.
Simple, Transparent Pricing. No Hidden Fees
We offer clear, flexible options so you can choose the right level of support you need - Whether you want a one-time financial roadmap, ongoing investment management, or just insurance protection, our pricing is simple and effective.
For your Zyon Plan, we will charge a one-time flat fee between $750 and $1,750, depending on the complexity of your financial assets and needs.
If you want to invest with us (whether you get a Zyon plan or not!), we charge an annual fee of 0.5% - 1.0% of your assets under management (AUM). This annual fee covers everything: continuous advice, personalized investment management, on-demand support.
As an added bonus, your annual AUM fee also includes a free Zyon Plan update every year to keep your strategy aligned with your life!
Finally, if you choose to get your life or disability insurance with us, you’ll pay an annual insurance premium for your coverage, just like you would with any insurance policy.
Led by Women, Built for Women
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Lydia Asaf
CEO & FOUNDER
Lydia is an Investments Specialist with over 15 years of experience driving strong returns across private and public markets. Before founding Zyon Capital, Lydia held senior investing and operating roles at leading institutions, including Liberty Mutual Investments, BlackRock, Barclays Capital, and Goldman Sachs.
Lydia holds an MBA from Wharton Business School and a Law Degree (Magna Cum Laude. Lydia is a CFA candidate and holds Series 7, 66, and SIE licenses.
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Stephanie Rieben-de Roquefeuil
BOARD ADVISOR
Stephanie is a FinTech entrepreneur, strategic advisor, and venture capital expert who has helped raise over $7 billion in funding for startups. As the Co-Founder and CEO of Diadem Capital, Stephanie connects founders with a network of 700+ highly engaged venture capital partners.
Steph’s background includes senior roles at Goldman Sachs, Citi, and Berenberg. She holds an MBA from Georgetown University. Stephanie is a registered broker holding Series 7, 63, 79, and SIE licenses.
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Gilah Petri
BOARD ADVISOR
Gilah is a senior Marketing Manager at NICE, a leading SaaS technology provider, Gilah designs and executes multi-channel campaigns that drive qualified leads, nurture customer relationships, and increase revenue across global markets.
Gilah holds a Master’s degree in Political Science with a concentration in Conflict Management, and a Bachelor's degree in Political and Behavioral Science from Ben Gurion University.
Join Our Live Webinars!
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How to Optimize Your Employer Benefits?
May 16, 2025 @ 11am
In this webinar, we’ll teach you how to evaluate 401(k) and 403(b) retirement plans (and why to grab that employer match!), understand your Health Savings Accounts (HSA) vs. Flexible Spending Accounts (FSA) benefits, choose the right health insurance plan for your needs (PPO vs. HMO, high-deductible vs. low-deductible), and optimize life & Disability insurance through your employer (and what to add privately!)
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Money Moves for Female Doctors!
May 23, 2025 @ 1pm
For our hard working female doctors, we will explain what are your resident and fellow benefits packages, how to choose between 403(b), 401(k), and 457(b) plans early, your Student loan repayment strategies (especially around PSLF and refinancing), and why you need own-occupation disability insurance early in your career.
Let’s work together.
Are you ready to take control of your financial wealth? start by scheduling a no-pressure, 30-minute conversation with one of our female advisors to talk about your goals and see if we’re the right fit.