Key facts
- Neo Financial’s last known valuation is $782.4M (Jun 2022).
- It has raised $550.5M; the latest was Later Stage VC ($49.7M) in Feb 2026.
- Notable investors include Alumni Ventures, FJ Labs, Gaingels, Tribe Capital, Inovia Capital — 35 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 35 names
- ·Watchlist + deal alerts for Neo Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Neo Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Neo Financial
Developer of a digital banking platform designed to help users manage spending, saving, and borrowing with ease. The company's platform offers flexible everyday accounts, savings, credit cards with tailored rewards, mortgage options with personalized support, professionally managed investment portfolios, virtual cards, credit score monitoring, balance protection, and advanced financial insights, enabling users to manage all aspects of their money in one place, make smarter spending and saving decisions, earn cash back and other rewards, monitor and improve their financial health, and grow their wealth efficiently without the barriers and complexity of traditional banking.
- Sector
- Financial Services
- HQ
- Calgary, Canada
- Founded
- 2019
- Employees
- 984
- Website
- neofinancial.com/
- Ownership
- Privately Held (backing)
Neo Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Neo Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Neo Financial in its N-PORT filings yet. We sweep new filings monthly.