United States · Series B startup

Who invested in Zoe Financial

2 rounds we have observed, with the 6 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Fintech

Funding summaryUpdated 5 Nov 2026

$33Mraised across 2 rounds since 2019, from 2 sources

$3.0MRound$30MSeries B
Latest round
Series B, $30MApr 2025
Led by
Sageview Capital
Step-upi
9.9×
Investors
6 (1 led)
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

202020212022202320242025
$3.0MRound$30MSeries B
First round
Round, $3.0M
Sept 2019
Biggest round
$30M
Series B · Apr 2025
Between rounds
5.6 years
from the last two
Zoe FinancialFintech1 / 15Their pitch deckZoe Financial's pitch deck, 15 slidesEach slide read for what it argues, against the decks that raised at the same stage.

The rounds

  1. Apr 2025
    Series B$30M3 new

    Reported by AlleyWatchSEC filing: $20M sold, first sale Apr 2025

  2. Sept 2019
    Round$3.0M3 new

    Reported by FinSMEs

Funding filed with regulators

Zoe Financial filed 3 raises, $46M in all. Filings say how much was sold and to how many investors; they never name the investors.

  1. Apr 2025$20M2 investorsSEC Form D
  2. May 2022$9.6M42 investorsof $10M offeredSEC Form D
  3. May 2021$16M52 investorsequitySEC Form D

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Everyone who backed them

Sageview CapitalGrowth equity1round, led 1
Bossa InvestVC firm1round
Karman VenturesVC firm1round
Brian FinnAngel1round
Stephanie DiMarcono record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about Zoe Financial

Who invested in Zoe Financial?

Zoe Financial's investors include Sageview Capital, Bossa Invest, Karman Ventures, Brian Finn and Thirdstream Partners, and 1 more on record. Sageview Capital led its latest round.

How much has Zoe Financial raised?

Zoe Financial has raised $33M across 2 rounds since 2019.

When did Zoe Financial last raise?

Zoe Financial's most recent round was a Series B of $30M in Apr 2025, led by Sageview Capital.

What was Zoe Financial's biggest round?

Its most recent round, $30M in Apr 2025, is also its largest on record.

Who backed Zoe Financial first?

Zoe Financial's first round on record, in Sept 2019, was backed by Brian Finn, Thirdstream Partners and Stephanie DiMarco.

What stage is Zoe Financial at?

Zoe Financial's latest named round is a Series B, in Apr 2025.

Where is Zoe Financial based?

Zoe Financial is based in the United States.

Who led Zoe Financial's rounds?

Sageview Capital led the Series B in 2025.

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