Zoe FinancialFintech1 / 15Read in the app

Pitch deck

Zoe Financial's pitch deck

The deck, and the 2 rounds we watched Zoe Financial raise afterwards, with the investors each report named.

Andres Garcia-Amaya founded Zoe Financial to empower you to make better financial decisions. Andres got his start in the industry at Morgan Stanley, as an Institutional Equity Sales Trader. He went on to complete his MBA at the University of Pennsylvania’s Wharton School of Business. He rapidly rose through the ranks in various Executive Director roles at J.P. Morgan Asset Management, which oversees over $300 billion in investments. Over his 15-year Wall Street career Andres found the industry is broken.

15 slides2.8MBUSFintech

Read the deckFree account. The deck belongs to Zoe Financial, so reading it needs one; everything on this page is public.

What is in it

The deck, slide by slide

Each slide by what it argues. 15 slides against a median of 13 across the 1,712 decks we hold.

median
  1. 1Cover
  2. 2Financials
  3. 3Team
  4. 4Team
  5. 5Market
  6. 6Market
  7. 7Business model
  8. 8Team
  9. 9Team
  10. 10Team
  11. 11
  12. 12Team
  13. 13
  14. 14Vision
  15. 15Contact

CoverFinancialsTeamMarketBusiness modelVisionContact

  1. Apr 2025
  2. Sept 2019

    Round$3.0M

    Brian FinnStephanie DiMarcoThird Stream Partners

    Reported by FinSMEs

Everyone who backed Zoe Financial

Form D

What they told the regulator

Zoe Financial filed 3 Form Ds with the SEC

The company reporting its own raise, rather than a journalist reporting it.

$20Msold under the offeringApr 2025most recent filing
Zoe Financial pitch deck, cover slide1 / 15

The deck itself

Read Zoe Financial's full pitch deck

All 15 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck →Free account. The deck belongs to Zoe Financial.

Investors who claim them

Firms listing Zoe Financial on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

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