About Neo FS
Neo FS is a Financial Services company based in Perth (Australia) founded in 2010, and was acquired by PictureWealth in June 2020. It operates as a financial planning services are offered to clients by NEO. Its focus areas include Asset Management and Wealth Management. Its competitors include Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState and 2 more.
Company details
NEO was established in 2010 in Perth, Australia, as a provider of financial planning services. Operations are centered in the financial sector, where advice on investments, retirement planning, and wealth management is delivered. Services are tailored for individuals and businesses within the Australian market, with a focus on compliance and long-term financial strategies. The company maintains its headquarters in Perth to support regional clients.
- Headquarters Perth, Australia
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website neofs.com.au
- Acquired by PictureWealth (Jun 2020)
- Investors
- Acquired byPictureWealth
(Jun 2020)
Investors in Neo FS
Neo FS has secured backing from 1 investor. Prominent investors backing the company include PictureWealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Online personal finance management platform for individuals | 2017 | picturewealth.com | Perth, Australia |
Investor details for Neo FS
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Timeline of Neo FS
2 dated milestones of Neo FS across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Neo FS is founded.
- Exit Acquired by PictureWealth.
Competitors of Neo FS
Neo FS has 7 listed competitors in our database. They include Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ords.com.au | 1872 | Sydney, Australia | – | – | Wealth management services are provided to Australian clients. | |
| findex.com.au | 1987 | Melbourne, Australia | – | – | Financial advisory and accounting services are provided by Findex. | |
| primefinancial.com.au | 1998 | Melbourne, Australia | – | – | Wealth management services are provided to clients in Australia. | |
| macquarieim.com | 1969 | Sydney, Australia | – | – | Offers investment management services focused on portfolio construction and risk assessment. | |
| mystatelimited.com.au | 2009 | Hobart, Australia | – | – | Wealth management services are provided by MyState to Australian clients. | |
| centricwealth.com.au | 2002 | Sydney, Australia | – | – | Wealth management advisory services are provided to clients in Australia. | |
| jbwere.com.au | 1840 | Melbourne, Australia | – | – | Provides professional wealth management services to individual clients. |
Detailed competitors of Neo FS
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Top companies in Asset Management
10 companies that operate in the same segment as Neo FS (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Neo Fs
Complete news archive for Neo FS
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Frequently Asked Questions about Neo FS
Neo FS was founded in 2010.
Neo FS is headquartered in Perth, Australia. It is registered at Perth, Western Australia, Australia.
NEO was established in 2010 in Perth, Australia, as a provider of financial planning services. Operations are centered in the financial sector, where advice on investments, retirement planning, and wealth management is delivered. Services are tailored for individuals and businesses within the Australian market, with a focus on compliance and long-term financial strategies. The company maintains its headquarters in Perth to support regional clients.
Neo FS's top competitors include Ord Minnett, MyState and Centric Wealth.
Neo FS has 1 investor. Key investors include PictureWealth.
Yes. Neo FS was acquired by PictureWealth in June 2020.