What is Neo Financial's business focus and history?

Neo Financial is a funded company based in Calgary, Canada, founded in 2019 by Andrew Chau, Jeff Adamson, Kris Read, and Chris Simair. It operates as a financial technology company offering a range of consumer banking products, including credit cards, savings accounts, investment solutions, and mortgages. Neo Financial has raised significant funding, including a $360 million Series D round in November 2024. The company has 750 employees and has been recognized as Canada’s top-growing company by The Globe and Mail and Deloitte.

Neo Financial Corporate Details & Core Services

Neo Financial is a Canadian financial technology company offering a range of consumer banking products, including credit cards, savings accounts, investment solutions, and mortgages. Founded in 2019 by the co-founders of SkipTheDishes, Neo partners with regulated financial institutions to provide innovative financial services to Canadians.

Neo Financial Contact Information & Official Links

Website https://www.neofinancial.com
Social
Email id media@neofinancial.com
Head office address Calgary, Alberta, Canada
Tags Fintech Banking Credit Cards Savings Accounts Investments Mortgages

What are Neo Financial's Key Business Metrics & Stats?

No of employees 750
Founded year 2019
Type private
Industry Financial Services
Location Calgary, Alberta, Canada
Neo Financial Firmographic Snapshot 2026 2019 Founded Year 750 Global Employees Canada Headquarters FinancialServices Industry Private Type Verified by DexterAgent.ai

How much funding has Neo Financial raised to date?

Name Description
Funding Amount USD 50 Million
Stage Series A
Latest Valuation 0 (USD)
Investors

What are Neo Financial's Core Products?

Name Description
Neo Credit A suite of credit cards offering cashback rewards and no annual fees.
Neo Money™ A high-interest savings account with no monthly fees.
Neo Invest™ Investment solutions with expertly managed portfolios at low fees.
Neo Mortgage™ Competitive rate mortgages with personalized support from expert advisors.

What are the latest developments at Neo Financial?

Date Type Description
November, 2024 Funding Neo Financial Raises $360M to Accelerate Growth and Position Itself as Leading Challenger to Banks in Canada
May, 2023 Product Launch Neo Financial Launches Neo Mortgage™ to Reimagine the Mortgage Experience in Canada
October, 2024 Partnership Neo Financial Partners with CI Financial to Launch Suite of Cutting-Edge Financial Solutions

What industry awards and recognitions has Neo Financial received?

Date Type Description
, Recognition Recognized as Canada’s top-growing company by The Globe and Mail and Deloitte
Name Description
Legal Name Neo Financial
Cin number
GST number
Registration number

Who is in Neo Financial's executive leadership team?

Name Designation
CEO Andrew Chau
Chief Commercial Officer Jeff Adamson
President Chris Simair
Head of Engineering Kris Read

Where are Neo Financial's primary office locations?

City Country
Calgary Canada
Winnipeg Canada
Toronto Canada

What are the current business signals and market intelligence for Neo Financial?

Type of customer Consumers
Key customer domain

What is Neo Financial's annual revenue history?

Year Revenue (USD)
2024 115 Million

What are Neo Financial's risk management and compliance ratings?

GDPR RIsk No
Privacy Risk No
Company Ratings 2.6
Glassdoor Rating

What are Neo Financial's business model and service classifications?

Saas No
Offline Stores No
Service Yes
Ecommerce No
Exporter No
Mobile App Yes
Retail No
B2B No
B2C Yes
Manufacturing No
Wholesale No
Importer No
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