Neo was founded by Andrew Chau, Kris Read in 2019.

Who are Neo's investors?

Neo's investors include Afore Capital, Breyer Capital, Evolution Ventures, Harvest Venture Partners, Maple VC, Plaza Ventures, Valar Ventures Llc, Ventura Capital and 2 more.

Where is Neo headquartered?

Neo is headquartered in Canada, CA.

Neo

Canada, CA · Founded 2019 · 10 known investors

neofinancial.com ↗

Neo Financial offers a robo-advisory investment platform called Neo Invest, powered by OneVest, that combines algorithmic portfolio management with human portfolio manager expertise. The service provides customized investment portfolios with access to alternative asset classes for Canadian investors seeking personalized investment strategies.

CybersecurityFintech

Founders & leadership

Neo was founded in 2019 by Andrew Chau and Kris Read.

Andrew Chau inCo-founder, CEOCo-founder, Neo Financial; Co-founder, SkipTheDishes at Harvest Venture Partners

Kris ReadinCo-Founder

Shlomi SalemFounder

Investors · 10

Afore CapitalSan Francisco · $500K – $2M

Breyer CapitalAustin · $500K – $10M

Evolution VenturesSan Francisco

Harvest Venture PartnersCalgary

Maple VCSan Francisco · $500K – $1.5M

Plaza VenturesToronto

Valar Ventures LlcSan Francisco · $100K – $5M

Ventura CapitalLondon

Inovia CapitalreportedMontreal · $250K – $8M

Version One VenturesreportedVancouver · $250K – $500K

Competitors · 9

by search overlap

Capital One1471 shared keywordsCapital One is a financial services company that offers credit cards, checking and savings accounts, auto financing, and business banking products to consumers and small businesses. The company provides digital banking tools, rewards programs, and credit monitoring services.

Chase1237 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.

American Express Supplies1147 shared keywordsAmerican Express provides consumer and business credit cards, banking, and travel services, along with a rewards and benefits program. It serves individual consumers and businesses.

Credit Karma1033 shared keywordsCredit Karma is an AI-powered personal finance platform that provides free credit scores, credit monitoring, cashflow insights, and financial marketplace services to help consumers understand and manage their finances. The platform serves over 140 million members with tools for credit analysis, tax filing, and financial opportunity identification.

Experian834 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.

Visa® Spend Clarity for Enterprise776 shared keywordsVisa operates a global payments network enabling digital and card-based transactions for consumers and businesses across multiple sectors and geographies.

Wellsfargo648 shared keywordsWells Fargo is a bank offering personal financial products such as checking accounts and a mobile banking app for consumers. Its services include account management, spending insights, and financial guidance.

Prosper631 shared keywordsProsper is an online peer-to-peer lending marketplace where individual investors can purchase notes (loan portions) originated to creditworthy borrowers. The platform offers alternative investment opportunities through diversified personal loan portfolios with risk-based pricing.

firstcard625 shared keywordsFirstcard is a credit-building platform that offers credit cards with no hard inquiry or annual fees to international students, immigrants, and others without SSN. The service features 1% cashback rewards, no overspending limits, and tools for financial management through a mobile app.

Companies competing with Neo for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Neo do?: Neo Financial offers a robo-advisory investment platform called Neo Invest, powered by OneVest, that combines algorithmic portfolio management with human portfolio manager expertise. The service provides customized investment portfolios with access to alternative asset classes for Canadian investors seeking personalized investment strategies.
Who founded Neo?: Neo was founded by Andrew Chau, Kris Read in 2019.
Who are Neo's investors?: Neo's investors include Afore Capital, Breyer Capital, Evolution Ventures, Harvest Venture Partners, Maple VC, Plaza Ventures, Valar Ventures Llc, Ventura Capital and 2 more.
Where is Neo headquartered?: Neo is headquartered in Canada, CA.