About Neo Wealth
Neo Wealth is a company based in Mumbai (India) founded in 2021 by Srikanth A V. Neo Wealth has raised $224.38 million across 14 funding rounds from investors including Atha Group, VT Capital and Peak XV Partners. The company has 22 employees as of April 05, 2024. Neo Wealth operates in a competitive market with competitors including Groww, Angel One, Upstox, Tiger Brokers and Samco, among others.
- Headquarter Mumbai, India
- Employees 22 as on 05 Apr, 2024
- Founders Srikanth A V
- Stage Minicorn
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Sectors
Technology
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Email
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Phone
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Website
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- Legal Name Neo Markets Services Private Limited
- Date of Incorporation 02 Dec, 2021
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$5.51 M (USD)4914.82as on Mar 31, 2023
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Net Profit
$68.49 K (USD)238.21as on Mar 31, 2023
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EBITDA
$4.08 M (USD)12556.31as on Mar 31, 2023
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Total Equity Funding
$224.38 M (USD)
in 14 rounds
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Latest Funding Round
$55.04 M (USD), Series C
Apr 29, 2026
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Investors
Atha Group
& 27 more
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Employee Count
22
as on Apr 05, 2024
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Funding Insights of Neo Wealth
Neo Wealth has successfully raised a total of $224.38M across 14 strategic funding rounds. The most recent funding activity was a Series C round of $55.04 million completed in April 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 Wealth
Neo Wealth has secured backing from 28 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Atha Group, VT Capital and Peak XV Partners.
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Investor details for Neo Wealth
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Investments & Acquisitions by Neo Wealth
Investment portfolio details for Neo Wealth
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Financial Statements - Neo Wealth
Detailed financials for Neo Wealth
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Neo Wealth Comparisons
Peer comparison for Neo Wealth
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Competitors of Neo Wealth
Neo Wealth 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 Groww, Angel One, Upstox, Tiger Brokers and Samco, among others.
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An online platform for investments and trading services is offered.
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App-based brokerage stock trading platform
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Tech-driven trading platform is offered for low-cost brokerage services.
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Online trading of stocks, securities, and options is enabled.
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Online trading platforms and investment tools are provided by Samco.
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Online investment and wealth management services are provided digitally.
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Detailed competitors of Neo Wealth
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Latest news on Neo Wealth
Complete news archive for Neo Wealth
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Frequently Asked Questions about Neo Wealth
Neo Wealth was founded in 2021.
Neo Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Srikanth A V is the current CEO of Neo Wealth. They have also founded this company.
Neo Wealth is a funded company, having raised a total of $224.38M across 14 funding rounds to date.
As of Apr 05, 2024, the latest employee count at Neo Wealth is 22.
Annual revenue of Neo Wealth is $5.51M as on Mar 31, 2023.
Neo Wealth was established in 2021 in Mumbai, India, within the financial services sector. Wealth management and family office services are delivered, alongside various investment options. Broking and depository participant services are offered, complemented by investment advisory and research support. Mutual funds are distributed, while investments in equities, initial public offerings, and bonds are enabled. Resources and information pertaining to securities market investments are made available to clients.
Neo Wealth has 28 investors. Key investors include Atha Group, VT Capital, Peak XV Partners, S N Damani Infra, and Shahi.
The valuation of Neo Wealth is $43.42M as of Feb 2022.