# Zoe Financial funding: rounds and investors

> Zoe Financial has raised $33M across 2 rounds since 2019. Investors include Sageview Capital, Bossa Invest and Karman Ventures. Every round with its source.

Source: https://millionrounds.com/company/zoe-financial (Millionrounds; every figure on the page links to its filing or article)

United States · [Series B startup](https://millionrounds.com/companies)

# 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

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Funding summary Updated 5 Nov 2026

**$33M** raised across 2 rounds since 2019, from 2 sources

**$3.0M** Round **$30M** Series B

- **Latest round:** Series B, $30M Apr 2025
- **Led by:** Sageview Capital
- **Step-up i:** 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.

2020 2021 2022 2023 2024 2025

**$3.0M** Round

**$30M** Series B

- **First round:** Round, $3.0M
- **Biggest round:** $30M
- **Between rounds:** 5.6 years

[**Zoe Financial** Fintech 1 / 15 Their pitch deck **Zoe Financial's pitch deck, 15 slides** Each slide read for what it argues, against the decks that raised at the same stage.](https://millionrounds.com/decks/zoe-financial)

## The rounds

- **Apr 2025** Series B **$30M** *3 new* [Sageview Capital](https://millionrounds.com/fund/sageview-capital) Lead [Bossa Invest](https://millionrounds.com/fund/bossa-invest) [Karman Ventures](https://millionrounds.com/fund/karman-ventures) Reported by AlleyWatch SEC filing: $20M sold, first sale Apr 2025
- **Sept 2019** Round **$3.0M** *3 new* [Brian Finn](https://millionrounds.com/fund/brian-finn) [Thirdstream Partners](https://millionrounds.com/fund/thirdstream-partners) Stephanie DiMarco 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.

- Apr 2025 **$20M** 2 investors SEC Form D
- May 2022 **$9.6M** 42 investors of $10M offered SEC Form D
- May 2021 **$16M** 52 investors equity SEC 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.

**Round** 2019 **Series B** 2025 [Sageview Capital](https://millionrounds.com/fund/sageview-capital) L [Bossa Invest](https://millionrounds.com/fund/bossa-invest) [Karman Ventures](https://millionrounds.com/fund/karman-ventures) [Brian Finn](https://millionrounds.com/fund/brian-finn) [Thirdstream Partners](https://millionrounds.com/fund/thirdstream-partners) Stephanie DiMarco

## Everyone who backed them

[Sageview Capital](https://millionrounds.com/fund/sageview-capital) Growth equity **1** round, led 1

[Bossa Invest](https://millionrounds.com/fund/bossa-invest) VC firm **1** round

[Karman Ventures](https://millionrounds.com/fund/karman-ventures) VC firm **1** round

[Brian Finn](https://millionrounds.com/fund/brian-finn) Angel **1** round

[Thirdstream Partners](https://millionrounds.com/fund/thirdstream-partners) VC firm **1** round

Stephanie DiMarco no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=zoe-financial).

## 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.

## Companies like Zoe Financial

In the same sector, and raised in the last eighteen months.

[**Pathfinder** $13M · Nov 2026](https://millionrounds.com/company/pathfinder)[**Clark** $11M · Nov 2026](https://millionrounds.com/company/clark)[**Midstream Health** $27M · Oct 2026](https://millionrounds.com/company/midstream-health)[**Settle** $103M · Oct 2026](https://millionrounds.com/company/settle)[**Collective** $219M · Oct 2026](https://millionrounds.com/company/collective)[**SpendRule** $6.0M · Oct 2026](https://millionrounds.com/company/spendrule)

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