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Neo Financial

Canada, CA · Founded 2019 · 1,031 employees on LinkedIn · 15 known investors

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270 people can intro you to Kris

Ask Michelle Sklar to introduce you to Kris Read

You →Michelle · together at Poynt Corporation →Kris

179 people can intro you to Andrew

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You →Jamie · together at Neo Financial →Andrew

39 people can intro you to Shlomi

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You →Sam · together at Neo →Shlomi

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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 Financial was founded in 2019 by Shlomi Salem, Andrew Chau, and Kris Read.

SSShlomi Salem
Shlomi SalemFounderCPO · Co-founder at Neo
ACAndrew Chau
Andrew ChauCo-founder, CEOHe previously co-founded SkipTheDishes, a food delivery platform that expanded to over 110 markets before being acquired by Just Eat in 2016, and worked as a management consultant at BCG early in his career.
KRKris Read
Kris ReadCo-FounderHe previously held CTO roles at fintech startups Vogogo and Curve, and worked at Thoughtworks and Shareworks.
CSChris Simair
Chris SimairPresident & Co-FounderManaging Director, Harvest Builders; Co-founder, SkipTheDishes at Harvest Venture Partners
JA
Jeff AdamsonCo-founder & Chief Commercial Officer

Investors · 15

Alumni Ventureslisted by Alumni VenturesManchester · $100K – $10M

How we know: av.vc · Not right? Tell us

Breyer Capitallisted by Breyer CapitalAustin · $500K – $10M

How we know: Breyer Capital's portfolio page · the VCSheet dataset · Not right? Tell us

Evolution Ventureslisted by Evolution VenturesCupertino
FJ Labslisted by FJ LabsNew York · $100K – $3M

How we know: fjlabs.com · Not right? Tell us

Golden Venture Partnerslisted by Golden Venture PartnersToronto

How we know: Golden Venture Partners's portfolio page · Not right? Tell us

Golden Ventureslisted by Golden VenturesToronto · $500K – $2.5M

How we know: Golden Ventures's portfolio page · Not right? Tell us

Harvest Venture Partnerslisted by Harvest Venture PartnersCalgary
Inovia Capitallisted by Inovia CapitalMontreal · $250K – $8M

How we know: Inovia Capital's portfolio page · the VCSheet dataset · Not right? Tell us

Ligo Partners LLClisted by Ligo Partners LLCMiami

How we know: Ligo Partners LLC's portfolio page · Not right? Tell us

Maple VClisted by Maple VCSan Francisco · $500K – $1.5M

How we know: Maple VC's portfolio page · the VCSheet dataset · Not right? Tell us

Plaza Ventureslisted by Plaza VenturesToronto
Valar Ventures Llclisted by Valar Ventures LlcSan Francisco · $100K – $5M

How we know: Valar Ventures Llc's portfolio page · a partner's Signal profile · Not right? Tell us

Ventura Capitallisted by Ventura CapitalLondon
Version One VenturesreportedVancouver · $250K – $500K

How we know: the VCSheet dataset · Not right? Tell us

Founder mafia

The Neo Financial mafia →

6 people who came through Neo Financial went on to found or lead other companies.

Jonathan HsuInvestorFounded Tribe CapitalChris SimairCo-founder, President & Head of OperationsFounded Skip the DishesAndrew ChauCo-founder & CEOFounded Skip the DishesPaul LeeInvestorFounded PatlyticsShlomi SalemFounderFounded NeoJean-François CloutierVice President of EngineeringFounded Landjourney

Related companies · 10

Capital OneCapital 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.
ChaseA 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 SuppliesAmerican Express is a financial services company that provides payment solutions, credit cards, and business services to customers and businesses since 1850.
Credit KarmaCredit 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.
moelisMastercard operates a global payments network that processes transactions between cardholders, merchants, financial institutions, and other participants, while also offering additional payment products and services subject to extensive regulatory oversight across multiple jurisdictions.
ExperianExperian 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 EnterpriseVisa operates a global payments network enabling digital and card-based transactions for consumers and businesses across multiple sectors and geographies.
WellsfargoWells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients. The company offers digital investment platforms, market insights, and personalized financial guidance through its advisors and digital tools.
ProsperProsper operates an online lending marketplace connecting borrowers with investors, offering personal loans up to $50,000 (issued by WebBank), a credit card, and investment products that let individuals invest in consumer loans. It serves US consumers seeking personal financing and investors looking to allocate funds to those loans.
Firstcard, Inc.Firstcard is a financial services company focused on democratizing access to credit for a broader population. The company leverages combined expertise in finance and technology to address credit accessibility.

Companies working in the same space as Neo Financial.

Frequently asked questions

What does Neo Financial 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 Financial?
Neo Financial was founded by Shlomi Salem, Andrew Chau, Kris Read in 2019.
Who are Neo Financial's investors?
Neo Financial's investors include Afore Capital, Alumni Ventures, Breyer Capital, Evolution Ventures, FJ Labs, Golden Venture Partners, Golden Ventures, Harvest Venture Partners and 7 more.
Where is Neo Financial headquartered?
Neo Financial is headquartered in Canada, CA.