About Neo Group
Neo Group is a company based in Mumbai (India) founded in 2021 by Nitin Jain. It operates as a Professional Services and FinTech. Neo Group has raised $245.56 million across 8 funding rounds from investors including Peak XV Partners, MUFG Bank and Atha Group. The company has 184 employees as of January 31, 2025. Neo Group offers products and services including Wealth Management, Asset Management, and NeoFinity. Neo Group operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Mumbai, India
- Employees 184 as on 31 Jan, 2025
- Founders Nitin Jain
- Stage Minicorn
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Neo Wealth & Asset Management
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Annual Revenue
$5.41 M (USD)248as on Mar 31, 2024
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Net Profit
$43.51 K (USD)0as on Mar 31, 2024
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EBITDA
Not available
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Total Equity Funding
$245.56 M (USD)
in 8 rounds
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Latest Funding Round
$36.35 M (USD), Series C
Jul 16, 2026
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Investors
Peak XV Partners
& 16 more
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Employee Count
184
as on Jan 31, 2025
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Products & Services of Neo Group
Neo Group offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and NeoFinity.
Specialized solutions are provided for global sophisticated clients.
Sustainable bespoke solutions are offered in private markets.
Fintech solutions are developed for payment processing needs.
People of Neo Group
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Funding Insights of Neo Group
Neo Group has successfully raised a total of $245.56M across 8 strategic funding rounds. The most recent funding activity was a Series C round of $36.35 million completed in July 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.
Investors in Neo Group
Neo Group has secured backing from 17 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Peak XV Partners, MUFG Bank and Atha Group.
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Multiple sectors are invested in by this single-family office.
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Investor details for Neo Group
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Investments & Acquisitions by Neo Group
Investment portfolio details for Neo Group
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Financial Statements - Neo Group
Detailed financials for Neo Group
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Neo Group Comparisons
Peer comparison for Neo Group
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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Competitors of Neo Group
Neo Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Neo Group
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Neo Group
Complete news archive for Neo Group
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Frequently Asked Questions about Neo Group
Neo Group was founded in 2021.
Neo Group is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Neo Group is a funded company, having raised a total of $245.56M across 8 funding rounds to date.
As of Jan 31, 2025, the latest employee count at Neo Group is 184.
Annual revenue of Neo Group is $5.41M as on Mar 31, 2024.
Neo Group is involved in providing wealth and asset management services across India. Specialized, intergenerational, and bespoke solutions are offered to sophisticated global clients, including family offices, private wealth clients, institutions, and corporates. Sustainable bespoke solutions are provided in private markets, covering credit, equities, and real assets. Additionally, fintech and payment solutions are developed through its arm, NeoFinity, to cater to modern financial needs.
Neo Group's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Neo Group offers Wealth Management, Asset Management, and NeoFinity.
Neo Group has 17 investors. Key investors include Peak XV Partners, MUFG Bank, Atha Group, Goyal Group, and Morde Foods.
The valuation of Neo Group is $11.9M as of Dec 2021.