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Neo Financial Stock
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 Management
Leadership team at Neo Financial
Founder
Kris Read
Co-Founder and CEO
Andrew Chau
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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 here.
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Shareholders can sell their Neo Financial stock through EquityZen's private company marketplace. EquityZen's network includes over 330K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
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. More information on Express Deals can be found here and exit information can be found here.
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