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 Comparables
Compare Neo Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| KOHO | 87% | |
| EQB Inc. | 78% | |
| Scotiabank | 78% |
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.
- Jul 17, 2026
New collaboration for credit risk strategies and data feeds.
- Jul 17, 2026
New collaboration for credit risk strategies and data feeds.
Recent news
Latest coverage and updates
- decreases_headcount_bySep 8, 2026
Neo Financial decreased headcount by 100 on Sep 8th '26.
- decreases_headcount_bySep 8, 2026
Neo Financial decreased headcount by 102 on Sep 8th '26.
Neo Financial Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Neo Financial's valuation, stock price, and market status.
Is Neo Financial a public or private company?
Neo Financial is a private company.
What is the current stock price of Neo Financial?
Neo Financial is a private company, so its shares have no public market price. Caplight tracks Neo Financial's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Neo Financial worth (valuation)?
Neo Financial's valuation is estimated at $510.0M based on funding round data.
Can I buy Neo Financial stock?
Neo Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Neo Financial's last funding round?
Neo Financial's most recent funding round was Series D Extension on February 3, 2026.
Who are the main investors in Neo Financial?
Key investors in Neo Financial include Valar Ventures, Peak XV Partners, Afore Capital.
Will Neo Financial IPO soon?
No public IPO plans have been announced for Neo Financial.
How can I track Neo Financial secondary market activity?
Caplight tracks bids, offers, and trades in Neo Financial's shares on secondary markets.