This is the Zoe Financial pitch deck used to raise a $3m seed round. The deal was announced on Sep 18, 2019.
Zoe can help you find a financial advisor that sees the world the way you do. We screen the experts to ensure that they will provide the client with the right advice in the right manner. Because financial help extends beyond just the numbers.
Curated matching: We understand that finding trusted financial advice is difficult, which is why we have handpicked financial advisors. Since our financial advisors operate independently, they are not tied or biased towards any particular family of funds, investment product or insurance company. They are held to the highest standards of care & are required to act in the best interests of their clients at all times.
Our core values are:
Integrity – talent is important, but having a strong moral compass is essential.
Client-focused – our top priority is to educate & empower our clients to make better financial decisions. We strive to deliver the best client experience in the industry.
Growth mindset – we strive to continuously grow professionally, intellectually and personally.
Innovation – we are redesigning the way personal finance is done, so originality and creativity are in our DNA.
Data-driven – at Zoe we make decisions that are data-driven and always strive for intellectual honesty.
Zoe Financial Pitch Deck
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