Neo Financial
PrivateLast Round
Series D
Extension
Feb 3, 2026
Est. Valuation
$510M
Total Funding Raised
$612.31M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Neo Financial is a fintech company that provides a digital banking platform offering credit cards, deposit accounts, investment options, and mortgage services to consumers in Canada.
Sector
FinTech
Verticals
Digital Banking, Lending & Credit, Personal Finance, Investment Platforms, Digital Payments
Business Model
B2C
Customer Profile
Payment Processing Fee, Revenue Share, Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Neo Financial Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Neo Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D Extension | Feb 3, 2026 | ||||
| Series D Extension | Jan 1, 2026 | ||||
| Debt | Nov 11, 2024 | ||||
| Series D | Nov 11, 2024 | ||||
| Growth Equity | Oct 18, 2023 | ||||
Series C | May 5, 2022 |
Key People
Founding team and executive leadership
Neo Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Valar Ventures | Series D, Series C, Series A, Series B |
| Breyer Capital | Series B |
| Northleaf Capital Partners | Series D Extension |
| Greenoaks Capital Partners | Series B |
| Harvest Venture Builder | Pre Seed |
| Peak XV Partners | Growth Equity |
| Blank Ventures | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 8, 2026
Now a participant in the Interac e-Transfer service.
- Mar 3, 2026
Partnered with predictleads, hiring 52 new engineers.
Neo Financial Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Neo Financial's valuation, stock price, and market status.