# Zoe Financial's pitch deck

> Zoe Financial's pitch deck: 15 slides, and the funding round we observed afterwards.

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

**Zoe Financial** Fintech 1 / 15 Read 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 slides 2.8MB US Fintech

Read the deck Free 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 **Cover**
- 2 **Financials**
- 3 **Team**
- 4 **Team**
- 5 **Market**
- 6 **Market**
- 7 **Business model**
- 8 **Team**
- 9 **Team**
- 10 **Team**
- 11
- 12 **Team**
- 13
- 14 **Vision**
- 15 **Contact**

Cover Financials Team Market Business model Vision Contact

What happened next

## $33M across 2 rounds

**2** rounds observed **$33M** reported in total **Sept 2019** first we saw **Apr 2025** most recent

- Apr 2025 Series B **$30M** [Sageview Capital Lead](https://millionrounds.com/fund/sageview-capital)[Bossa Invest](https://millionrounds.com/fund/bossa-invest)[Karman Ventures](https://millionrounds.com/fund/karman-ventures) Reported by AlleyWatch
- Sept 2019 Round **$3.0M** [Brian Finn](https://millionrounds.com/fund/brian-finn) Stephanie DiMarco [Third Stream Partners](https://millionrounds.com/fund/thirdstream-partners) Reported by FinSMEs

[Everyone who backed Zoe Financial](https://millionrounds.com/company/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.

**$20M** sold under the offering **Apr 2025** most recent filing

1 / 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.

[**Stonewater Ventures** VC firm](https://millionrounds.com/fund/stonewater-ventures)

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[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=zoe-financial) and it goes.