About Neo Financial
Neo Financial is a Financial Services company based in Calgary (Canada) founded in 2019 by Jeff Adamson, Chris Simair, Andrew Chau, and Kris Read. Neo Financial has raised $343.83 million across 9 funding rounds from investors including Tribe Capital, Northleaf and ATB Financial. The company has 990 employees. Neo Financial was last valued at $1 billion in May 2022. Its chief executive, as recorded, is Andrew Chau. Its website neofinancial.com draws about 921 thousand monthly visits. Neo Financial offers products and services including Neo Mastercard, Neo Everyday Account, Neo High-Interest Savings Account, Neo Mortgages, and Neo Investing. Its focus areas include FinTech, Banking Tech, Internet First Banks and Through Bank Partnerships. Its competitors include Brim Financial, BUY WITH IMPACT and Arc Pay Corporation; 2 of its 3 listed competitors have raised funding.
Company details
Provider of financial products and services including credit cards, accounts, and investment options. It offers various credit card options with cashback rewards. Account services include everyday accounts and high-interest savings accounts. Investment options are also available through expertly managed portfolios. It also offers customized financial and loyalty solutions for businesses and brands. This platform enables organizations to enhance customer engagement through integrated rewards programs leveraging a robust cashback network. It also provides financial services and education for teenagers by offering financial tools, including a spending card with cashback rewards and a high-interest savings account, designed to help young individuals manage their money effectively. Its app is available across Android and iOS platforms.
- Total Equity Funding$343.83M (USD)
in 9 rounds
- Latest Funding Round$131.61M (USD), Debt – Conventional
Oct 2026
- InvestorsTribe Capital
& 31 more
- Employee Count990
Products & Services of Neo Financial
Neo Financial offers a comprehensive portfolio of products and services, including Neo Mastercard, Neo Everyday Account, Neo High-Interest Savings Account, Neo Mortgages, and Neo Investing.
Credit card providing up to 7% cashback on spending with rewards.
Free account offering boosted cashback and zero fees for users.
Account earning 3.00% daily interest with no maintenance costs.
Personalized mortgage options with competitive rates and expert support.
Platform for managed portfolios with low fees and AI insights.
Apps and channels of Neo Financial
Neo Financial publishes 1 mobile app with over 100K+ downloads; its YouTube channel Neo Financial has 1.12K subscribers and 30 videos.
Videos from Neo Financial
The most watched videos on Neo Financial's YouTube channel, Neo Financial (1.12K subscribers). Click a video to play it here.
More on Neo Financial.
Funding Insights of Neo Financial
Neo Financial has successfully raised a total of $343.83M across 9 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $131.61 million completed in October 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $343.83M
- Total Rounds 9
- Last Round Debt – Conventional — $131.61M
- First Round $19.62M
(Dec 2020)
- Investors Count 27
All 9 funding rounds of Neo Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2026 | $131.61M | Debt – Conventional | – | – | |
| Feb 2026 | $50.15M | Series D | – | – | |
| Nov 2024 | $79.05M | Series D | – | Afore Capital, Thomvest Ventures | |
| Nov 2024 | $179.66M | Debt – Conventional | – | – | |
| May 2022 | $144.46M | Series C | $1B | Valar Ventures | |
| Nov 2021 | $1.6M | Grant | – | – | |
| Sep 2021 | $50.54M | Series B | – | Valar Ventures | |
| Dec 2020 | $19.62M | Series A | – | Valar Ventures | |
| Dec 2020 | $19.62M | Debt – Conventional | – | – |
| Date | Valuation | Stage |
|---|---|---|
| May 2022 | $1B | •••••••• |
Last known valuation $1B (May 2022). 32 investors in total: 27 institutional and 5 angel.
Investors in Neo Financial
Neo Financial has secured backing from 32 investors, including angel, venture fund, and institutional investors. Prominent investors backing the company include Tribe Capital, Northleaf and ATB Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Global investments in tech sectors are conducted by Valar Ventures. | valar.com | New York, United States | ||
Seed-stage investments are directed toward North American startups. | golden.ventures | Toronto, Canada | ||
Seed-stage tech investments in US companies are funded. | afore.vc | San Francisco, United States | ||
Investments are directed toward fintech, cybersecurity, and martech sectors. | thomvest.com | San Francisco, United States | ||
Early-stage companies are funded by this venture capital firm. | altos.vc | Menlo Park, United States | ||
Maple VC is focused on investing in tech startups with Canadian roots. | maplevc.com | San Francisco, United States | ||
Investments are made in global seed and early-stage startups. | 2018 | tribecap.co | Menlo Park, United States | |
Venture capital investing with a focus on diversity and inclusion in the ecosystem. | gaingels.com | |||
Private equity investments in the internet sector are targeted. | kwiadvisory.com | Baltimore, United States | ||
Venture capital firm focused on web and mobile related products | blankventures.com | New York, United States |
Investor details for Neo Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Neo Financial
201 people are tracked at Neo Financial (59 in leadership, 142 in team); the tracked headcount is 990.
| Name | Role | Group |
|---|---|---|
Jeff Adamson | Co-Founder Head of Partnerships & CCO | Leadership |
Chris Simair | Co-Founder, President & Head of Operations | Leadership |
Andrew Chau | Co-Founder & CEO | Leadership |
Kris Read | Co-Founder & Head of Engineering | Leadership |
Ife Ojikutu | Director of Software Engineering | Leadership |
Nolan Mikowski | Director, Affiliates & Influencers | Leadership |
Brittany Bruce | Director Organizational Effectiveness + Talent Enablement | Leadership |
Garth Biggins | Head, Loyalty | Leadership |
Yacine Bara | VP Operations | Leadership |
Ortal Luzon | Director Of Software Engineering | Leadership |
Samantha Wilson | Director Talent Management | Leadership |
Marina Moro | Director, Financial Partners | Leadership |
Sam Magalnik | Director, Corporate Development | Leadership |
Nina Bernasconi | Director, Financial Partners | Leadership |
Riley Pickerl | VP, Software Engineering | Leadership |
Rodrigo Raval | Head Technology Operations | Leadership |
Chelsea Ritchie | Vice President, Enterprise Partnerships | Leadership |
Allemander J. Pereira Neto, CFA | Chief Financial Officer | Leadership |
Chris Taylor, CPA, CA | Vice President, Corporate Planning & Accounting | Leadership |
Murray Hitchcock, CPA | Director Of Accounting | Leadership |
181 more people are available in the full profile.
Complete people profiles for Neo Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Timeline of Neo Financial
4 dated milestones of Neo Financial across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Neo Financial is founded.
- Funding First funding round of $19.6M.
- Milestone Reaches Unicorn status.
- Funding Latest funding round, Debt – Conventional, of $131.6M.
Competitors of Neo Financial
Neo Financial has 3 listed competitors in our database, 2 of them funded. They include Brim Financial, BUY WITH IMPACT and Arc Pay Corporation.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| brimfinancial.com | 2017 | Toronto, Canada | $101.79M | NFC-enabled credit card solutions are offered for individuals and families. | ||
| buywithimpact.com | 2019 | Toronto, Canada | Operates an impact investment platform to connect users with meaningful opportunities. | |||
| arcpay.io | 2018 | Toronto, Canada | $37,882 | Operates a digital banking platform tailored for consumer financial needs. |
Detailed competitors of Neo Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Neo Financial
The website of Neo Financial (neofinancial.com) receives about 920.9K visits a month and ranks #50,933 among all websites worldwide, #3,224 in Banking Credit and Lending.
- Monthly visits920.9K
▲ 7.7% vs previous month
- Unique visitors331.9K
per month
- Global rank#50,933
among all websites
- Category rank#3,224
Finance · Banking Credit and Lending
- Bounce rate32%
- Pages per visit4.8
- Average visit2 min 22 sec
- DevicesDesktop 36% · Mobile 64%
Websites whose visitors overlap most with Neo Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ratehub.ca | 100% | 1.3M | #53,829 | View details | |
| pcfinancial.ca | 100% | 4.8M | #10,982 | View details | |
| tangerine.ca | 99% | 5.7M | #7,260 | View details | |
| ctfs.com | 99% | 680.7K | #13,066 | View details | |
simplii.com | simplii.com | 98% | #9,860 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Neo Financial
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- 40 similar websites
- Audience overlap
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Related news about Neo Financial
Complete news archive for Neo Financial
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Frequently Asked Questions about Neo Financial
Neo Financial was founded in 2019 and raised its 1st funding round 1 year after it was founded.
Neo Financial is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
Andrew Chau is the CEO of Neo Financial, as recorded in our data. They have also founded this company.
Neo Financial is a funded company, having raised a total of $343.83M across 9 funding rounds to date. The company's 1st funding round was a Series A of $19.62M, raised on Dec 2020.
Neo Financial has 990 employees.
Provider of financial products and services including credit cards, accounts, and investment options. It offers various credit card options with cashback rewards. Account services include everyday accounts and high-interest savings accounts. Investment options are also available through expertly managed portfolios. It also offers customized financial and loyalty solutions for businesses and brands. This platform enables organizations to enhance customer engagement through integrated rewards programs leveraging a robust cashback network. It also provides financial services and education for teenagers by offering financial tools, including a spending card with cashback rewards and a high-interest savings account, designed to help young individuals manage their money effectively. Its app is available across Android and iOS platforms.
Neo Financial's top competitors include Brim Financial, BUY WITH IMPACT and Arc Pay Corporation.
Neo Financial offers Neo Mastercard, Neo Everyday Account, Neo High-Interest Savings Account, Neo Mortgages, and Neo Investing.
Neo Financial has 32 investors. Key investors include Tribe Capital, Northleaf, ATB Financial, FJ Labs, and AIMCo.
The valuation of Neo Financial is $1B as of May 2022.
Yes. Neo Financial publishes Neo Financial, with over 100,000 downloads.
The website of Neo Financial receives about 921 thousand visits a month and ranks #50,933 among all websites worldwide.