Neo Financial
Calgary · Finance, Fintech
Neo is a leading Canadian fintech company reimagining spending, savings, investments, and mortgages through intuitive and accessible financial tools that help customers get more value from every dollar they earn, save, and spend. Recognized as Canada’s #1 Startup by LinkedIn for two consecutive years, Neo partners with local retailers, major enterprises, and financial institutions to help shape th
Key facts
- Headquarters
- Calgary
- Employees
- 984
- Industries
- Finance, Fintech
- Status
- Private
- Website
- neofinancial.com
- Company page
Recent activity at Neo Financial
- : Neo Financial Appoints Jason Appel as Chief Lending Officer
- : Neo Financial raises $68.5 million in a funding round led by AIMCo and Northleaf Capital to support its securitization program.
- : Neo Financial Launches New Cashback Credit Cards to Help Canadians Save More on Everyday Expenses
- : Neo Financial raised CAD $360M in a Series D funding round led by notable Canadian founders to accelerate its growth and position as a leading challenger to banks in Canada.
- : Neo Financial Partners with CI Financial to Launch Suite of Cutting-Edge Financial Solutions
- : Canada’s Neo Financial Closes On $145M Series C, Surpasses 1 Million Customers
- : Neo Financial Announces $64 Million Series B Raise To Accelerate Growth
Neo Financial funding history
| Date | Round | Amount |
|---|---|---|
| Feb 2026 | Funding Round | $68.5M |
| Nov 2024 | Series D | $360.0M |
| May 2022 | Series C | $145.0M |
| Sep 2021 | Series B | $64.0M |
Leadership
- Jason Appel, Chief Lending Officer
- Jeff Adamson, Founder
- Andrew Chau, Founder
Verified email and direct lines for Neo Financial’s decision-makers are on Fundz. See plans
Neo Financial in the news
- Neo Financial Expands East, Bringing Its Banking Revolution to Toronto - Lelezard (Oct 30, 2025)
- Neo Financial Enhances Services to help Canadian Newcomers Establish Credit Profiles - Business Wire (May 23, 2024)
- NEO FINANCIAL ACHIEVES FIRST EVER THREE-PEAT WIN AS NUMBER ONE ON DELOITTE'S TECHNOLOGY FAST 50 LIST - newswire.ca (Oct 23, 2025)
- Innovating the Credit Journey: Neo Financial Unveils Game-Changing Secured Card with Unlimited Rewards & Zero Hidden Fees - Business Wire (Jun 22, 2023)
- NEO FINANCIAL AND UNITED AIRLINES TO LAUNCH NEW UNITED® MILEAGEPLUS® NEO WORLD ELITE® MASTERCARD TO EXPAND GLOBAL TRAVEL REWARDS FOR CANADIANS - newswire.ca (Feb 24, 2026)
- Tim Hortons selects Neo Financial to power its launch into financial services with the Tims Credit Card - Business Wire (Jul 26, 2023)
- Neo Financial Partners with CI Financial to Launch Suite of Cutting-Edge Financial Solutions - Business Wire (Oct 09, 2024)
- Neo Financial announces $64 million Series B raise to accelerate growth - Business Wire (Sep 15, 2021)
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About Neo Financial: questions and answers
What does Neo Financial do?
Neo is a leading Canadian fintech company reimagining spending, savings, investments, and mortgages through intuitive and accessible financial tools that help customers get more value from every dollar they earn, save, and spend. Recognized as Canada’s #1 Startup by LinkedIn for two consecutive years, Neo partners with local retailers, major enterprises, and financial institutions to help shape th
Where is Neo Financial headquartered?
Neo Financial is headquartered in Calgary.
How many employees does Neo Financial have?
Neo Financial has about 984 employees.
Has Neo Financial raised funding?
Yes. Fundz has recorded 4 funding events for Neo Financial. The most recent, Funding Round of $68.5M, was in Feb 2026.
Who leads Neo Financial?
Jeff Adamson is a Founder at Neo Financial.
What is the latest news on Neo Financial?
On Sep 14, 2026, Neo Financial Appoints Jason Appel as Chief Lending Officer
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy