About
Safety in Numbers
Our story
Business owners deserved better.
We started Zoar Finance because business owners deserved better. Better than a once-a-year call. Better than a stack of reports nobody explained. Better than feeling like just another file in a cabinet.
We built Zoar Finance to be something different — a true partner in your business. Someone who shows up when things are good, and especially when they're hard. Someone who helps you understand your numbers, make confident decisions, and actually feel at rest about your finances.
That's what we mean by safety in numbers.
Leadership
Matt Croce
Co-Founder & CEO
Matt is the firm's visionary — always asking what could be done better, differently, or smarter. If you have an unusual situation or need something built around your specific circumstances, he's the one who figures out how.
Deirdre Otto
Co-Founder & COO
Deirdre keeps the firm running with precision. She's the reason things get done right, on time, every time — the operational backbone that clients rarely see but always feel.
The team
Small, dedicated, and knows you by name.
A small, dedicated group who know their clients by name — not by file number.
2015
Founded
100+
Clients served
US
Clients nationwide
Pittsburgh
Home Base