Sign Up Today and Learn More About Neo Financial Stock
Invest in or calculate the value of your shares in Neo Financial or other pre-IPO companies through EquityZen's platform.

Neo Financial Stock (NEFI)
Neo Financial is a FinTech company that provides spending, savings, and rewards programs.
Neo Financial is a FinTech company that provides spending, savings, and rewards programs.
About Neo Financial Stock
Founded
2019
Industries
Software, Artificial Intelligence, Data and Analytics
Neo Financial is a FinTech company that provides spending, savings, and rewards programs. Through partnerships with leading financial institutions, Neo provides members with a safe and secure way to spend and save. Neo’s credit card is issued by ATB Financial and backed by the Mastercard network, and the Neo Savings account is provided by Concentra Bank, a CDIC member institution, and is eligible for CDIC deposit protection.
Neo Financial Press Mentions
Stay in the know about the latest news on Neo Financial
Varcoe: Calgary building more diverse economy to support population boom
calgaryherald • Feb 27, 2026
Neo Financial partners with United Airlines to launch credit card
betakit • Feb 25, 2026
NEO FINANCIAL AND UNITED AIRLINES TO LAUNCH NEW UNITED® MILEAGEPLUS® NEO WORLD ELITE® MASTERCARD TO EXPAND GLOBAL TRAVEL REWARDS FOR CANADIANS
newswire • Feb 24, 2026
The Week in Canadian Press Releases: 10 Stories You Need to See
newswire • Feb 06, 2026
Neo Financial announces closing of $68.5M Series D2 round
privatecapitaljournal • Feb 06, 2026
Neo Financial Management
Leadership team at Neo Financial
Founder
Kris Read
Co-Founder and CEO
Andrew Chau

Join now and verify your accreditation status to gain access to:
- Neo Financial Current Valuation
- Neo Financial Stock Price
- Neo Financial Management
- Available deals in Neo Financial and all other companies with relevant Deal Offering documents
- EquityZen's proprietary data and insights, which may include
- Neo Financial Cap Table and Funding History by Share Class and Liquidity Preferences
- Neo Financial Revenue and Financials
- Neo Financial Highlights
- Neo Financial Business Model
- Neo Financial Risk Factors
- Neo Financial Research Report from SACRA Research
Trading Neo Financial Stock
How to invest in Neo Financial stock?
Accredited investors can buy pre-IPO stock in companies like Neo Financial through EquityZen funds. These investments are made available by existing Neo Financial shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process for buying Pre-IPO Shares.
How to sell Neo Financial stock?
Shareholders can sell their Neo Financial stock through EquityZen's private company marketplace. EquityZen's network includes over 430K accredited investors interested in buying private company stock. Learn more about the Shareholder liquidity process.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. See more information on Express Deals and pre-IPO exit information.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 52K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."




