Neo Financial

Neo Financial

Financial Services

Calgary, Alberta 94,171 followers

At Neo, we’re building a more rewarding financial experience that empowers Canadians to take control of their future.

About us

Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future. We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend. Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services. Interested in working at Neo? Join us as we continue to lead the way in the future of finance.

Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Calgary, Alberta
Type
Privately Held
Founded
2019
Specialties
Financial Services, Credit Card, Fintech, Technology, Investing, Mortgages, Embedded Finance, Co-Brands, White Labelling, and Loyalty

Locations

Employees at Neo Financial

Updates

  • View organization page for Neo Financial, graphic

    94,171 followers

    We’ve been named as LinkedIn’s #1 Top Startup in Canada for 2023 🚀 We couldn’t be more proud of topping this list for the second year in a row. This year has been an exciting chapter in Neo’s journey – from our partnerships with retail brands like Tim Hortons and Cathay Pacific, to new product launches like Neo Mortgage™ and the Neo Money™ card. A sincere thank you to our customers and partners for their support, and our whole team for their hard work! We’re on a mission to reinvent financial services in Canada for the better. Want to join one of the top startups in Canada? We’re hiring across all teams including #engineering, #product, #marketing, #customerexperience, #finance Read the full article at the link in the comments. 

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  • View organization page for Neo Financial, graphic

    94,171 followers

    🚀 Yesterday, we proudly hosted our Junior Infrastructure Developer Hiring Day, where over 100 eager attendees connected with 40 Neo team members. We were joined by Kris Read, Chief Technology Officer, along with senior leaders Stefan Amyotte and Saba El-Hilo, VPs of Software Development, and Sudeep Sidhu, Director of Software Development. It’s exciting to create opportunities for bright, emerging tech talent as we shape the future of fintech together. #TechHiring #JuniorDev #FintechOpportunity

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  • View organization page for Neo Financial, graphic

    94,171 followers

    BNN Bloomberg recently spotlighted how Canadian banks are moving towards a digital-first approach, and Neo Financial is proud to be at the forefront of this shift. As Jeff Adamson, Co-Founder of Neo Financial, says: “At Neo, we’re challenging traditional banking models to create a seamless, customer-centric experience that prioritizes innovation.” We're transforming the financial landscape with products that deliver transparency, flexibility, and simplicity for Canadians in the digital age. Watch the full interview here: https://lnkd.in/eNGjqnAA

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  • View organization page for Neo Financial, graphic

    94,171 followers

    🔧 Tech Thursday: An Opportunity for Calgary's Fintech Innovators 🔧 This week, we’re excited to be part of Tech Thursdays in Calgary—a must-attend event for anyone passionate about fintech innovation and Canada’s thriving tech landscape. Whether you’re looking to learn more about how Neo Financial is reshaping the future of finance or you’re considering a career move, this event is for you. Meet Kris Read, Neo’s Chief Technology Officer, and get an inside look at how we’re building a world-class financial ecosystem right here in Canada. You don't want to miss this! RSVP here: https://lnkd.in/g4cPPiWS

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  • View organization page for Neo Financial, graphic

    94,171 followers

    ⭐ Meet Robyn Balanag, one of our brilliant Product Managers at Neo Financial, focused on customer growth! ⭐ Robyn thrives on solving complex problems and turning them into solutions that make banking simpler for our customers. Whether it’s enhancing the customer journey or finding innovative ways to improve banking experiences, she’s always working to make life a little easier for Neo users. When she’s not crafting seamless solutions, you can find her crocheting, practicing taekwondo, or sharing her favorite foodie spots with friends. #EmployeeSpotlight

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  • View organization page for Neo Financial, graphic

    94,171 followers

    It's partnerships like this that allow us to keep pushing boundaries and delivering even more value to Canadians. Excited for what’s to come as we bring together the best of both worlds—Neo’s innovation and CI Financial’s expertise. Let’s keep building the future of finance! 🚀 #BetterTogether #NeoFinancial #CIFinancial

    View profile for Andrew Chau, graphic

    CEO & Co-founder @ Neo Financial | Co-founder @ SkipTheDishes

    It’s been several months in the making, and I’m excited that we can finally announce our new partnership with CI Financial! Starting in 2025, we’ll be introducing a suite of everyday deposit and credit card products for CI Financial clients. Clients will get faster money movement and some of the best cashback and perks - but most importantly, they’ll receive even better advice from more than a thousand CI Financial advisors from across the country. This collaboration combines the best of both worlds: CI’s leading wealth management expertise in concert with Neo's innovative products.  Clients will be getting a seamless experience that integrates everyday finances with long-term wealth management. Also, Neo Financial customers will gain access to in-person financial advisory services from CI, broadening the range of wealth and investment options available to them. Our partnership reflects our shared commitment to delivering exceptional value, convenience, and security to Canadians. This is just the beginning for this partnership, with even more features on the horizon - stay tuned! https://lnkd.in/gKJVwPVM #Fintech #NeoFinancial #CIFinancial #Partnership #Innovation #FinanceToday

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  • View organization page for Neo Financial, graphic

    94,171 followers

    Neo Financial 🤝 CI Financial Tired of outdated banking experiences? So are we. That’s why we're teaming up with CI Financial to deliver an innovative suite of financial products that put you first. Imagine instant transfers between deposit and investment accounts, premium cashback linked to your balance, and seamless access to both everyday banking and wealth management—all in one easy-to-use platform. By combining Neo’s cutting-edge technology with CI Financial’s trusted expertise, we’re making it easier than ever for you to manage your money, grow your wealth, and get the rewards you deserve. “We chose to partner with CI Financial because, as an independent advisory group, we believe they offer unbiased advice with a focus on providing the best possible investment products to their clients, both within and outside of proprietary products. This collaboration perfectly aligns with our mission to transform everyday banking by blending innovative technology with exceptional financial services. Our goal is to make financial management effortless and rewarding, and this collaboration allows us to deliver top-tier security, convenience, and value directly to consumers.” - Andrew Chau, CEO of Neo Financial. CI Financial joins Neo Financial’s growing list of trusted partners, including Mastercard, Hudson's Bay Company, Tims Financial, JA Canada, and Cathay Pacific. Applications for new CI Financial deposit and credit products will open in 2025. Join the waitlist now to be among the first to access these innovative solutions and provide feedback on their development. https://lnkd.in/dKWvspRf For more information, visit: https://lnkd.in/eazjNS_x To learn more: https://lnkd.in/d-aCf_Rg #CIFinancial #CanadianNews #financialnews #announcement

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  • Neo Financial reposted this

    View profile for Keegan Sharp, graphic

    VP, Mortgage Growth at Neo Financial

    🎉 Thrilled to share that Neo Financial has been recognized as the fastest-growing company in Canada! 🎉 This recognition is not about the award but the relentless drive, learning, and growth of the team at Neo! When we started Neo, we set out to redefine how Canadians experience financial services, and we're excited about Neo's continued growth plans to make waves in the Canadian market. Read the full article here: https://lnkd.in/guAW2Mti #startupgrowth #innovation #fintech #leadership #learning #growthmindset #canadianbusiness

    From fintech to nerdcore to high-tech surveillance, meet 14 of Canada’s Top Growing Companies

    From fintech to nerdcore to high-tech surveillance, meet 14 of Canada’s Top Growing Companies

    theglobeandmail.com

  • View organization page for Neo Financial, graphic

    94,171 followers

    🛎️ You’ve got mail! 📧 Introducing THE INSIGHTER—our new monthly newsletter created to help you maximize your Neo experience. 🚀 Each edition of The Insighter is packed with valuable tips, product updates, and exclusive insights to help you unlock more rewards, save smarter, and take control of your everyday financial management. We’re committed to fostering transparency and providing you with the tools to get the most out of your Neo account. Stay connected, stay informed, and take your financial experience to the next level with THE INSIGHTER. #NeoFinancial #TheInsighter #FinancialEmpowerment #StayInformed #MaximizeYourMoney

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Funding

Neo Financial 6 total rounds

Last Round

Series C

US$ 144.2M

See more info on crunchbase