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Zoe Financial Pitch Deck

Stage

Later Stage

Industry

Fintech

Year

2018

Updated

March 11, 2026

Raised

$16.3M

Company detail

Zoe Financial connects individuals with vetted, independent fiduciary financial advisors. The company screens advisors to ensure clients receive appropriate and ethical guidance. Zoe Financial is headquartered in New York City. This deck was used to raise $16,300,000 in a later stage funding round.