Neo Financial
PrivateLast Round
Debt
11/11/2024
Total Funding Raised
$687.7M
Momentum Score
50 /100
Company Overview
Neo Financial is a banking and financial services company that provides a secure platform for managing money through card and reward services, high-interest deposit options, and fee-free payment facilitation, allowing users to save and spend effortlessly.
Sector
FinTech
Verticals
Lending & Credit, Digital Payments, Platform-as-a-Service, Investment Platforms, Digital Banking
Business Model
B2C
Customer Profile
Payment Processing Fee, Freemium, Subscription SaaS, Revenue Share
AI Layer
Non-AI
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.
Neo Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 11/11/2024 | ||||
| Series D | 11/11/2024 | ||||
| Growth Equity | 10/18/2023 | ||||
| Series C | 5/5/2022 | ||||
| Series B | 9/15/2021 | ||||
Debt | 12/16/2020 |
Key People
Founding team and executive leadership
Neo Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Valar Ventures | Series D, Series C, Debt, Series B |
| Breyer Capital | Series B |
| Peak XV Partners | Growth Equity |
| Blank Ventures | Series C |
| Inovia Capital | Series C, Debt, Series B |
| Gaingels | Series C |
| ATB Financial | Debt |
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.
