Key facts
- It has raised $11.5M across 1 recorded rounds; the latest was Early Stage VC ($11.5M) in Dec 2024.
- Notable investors include Aretex Capital Partners.
- NEOS Investments has filed 1 Form D with the SEC, most recently Jan 2025 ($11.5M sold to 1 investors).
- Status: Privately Held (backing).
Investors
1- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for NEOS Investments
Funding rounds
1 roundsAbout NEOS Investments
Provider of a range of data-driven exchange-traded funds (ETFs) intended to enhance investor outcomes. The company offers research-backed products that aim to deliver high monthly income, tax-efficient portfolio management, and diversified options-based investment strategies, enabling individual and institutional investors to navigate volatile markets while maintaining long-term growth potential.
- Sector
- Financial Services
- HQ
- Westport, CT, United States
- Founded
- 2022
- Employees
- 29
- Website
- neosfunds.com/
- Ownership
- Privately Held (backing)
NEOS Investments 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 NEOS Investments 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 NEOS Investments in its N-PORT filings yet. We sweep new filings monthly.