Company profile: Neo Financial
1.1 - Company Overview
Company description
- Provider of fintech spending, savings, rewards, and financial management services, including a high‑interest savings account (provided by Concentra Bank, CDIC eligible), a prepaid Mastercard money card, cashback and secured credit cards (issued by ATB Financial on the Mastercard network), mortgage services with online application and advisor support, and professionally managed investment portfolios.
Products and services
- Neo Cashback Credit Card: A Mastercard-network, no-annual-fee card issued by ATB Financial that produces cashback on gas, groceries, and purchases at Neo partners
- Neo High-Interest Savings Account: A CDIC-eligible account supplied by Concentra Bank yielding 4.00% interest with no minimum deposit and permitting withdrawals at any time
- Neo Money Card: A prepaid-Mastercard card with no monthly fees that delivers cashback on purchases at thousands of Neo partners
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Neo Financial
Chime
HQ: United States
Website
- Description: Provider of mobile banking services via a finance platform that automatically sets aside savings after transactions; earns revenue from merchant-paid transaction fees, aligning incentives to help users avoid fees, save money, and lead healthier financial lives.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Bankons
HQ: United States
Website
- Description: Provider of B2B services that enable financial institutions to create a mass of local offers and increase their mobile engagement.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Fintech Farm
HQ: United Kingdom
Website
- Description: Provider of 'turn-key' digital banking solutions in emerging markets, creating and operating digital banks in partnership with licensed local banks and relying on their license and infrastructure; as an unregulated business, does not itself provide financial services to customers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Dancerace
HQ: United Kingdom
Website
- Description: Provider of cloud computing software for invoice and business management, offering c3 Backoffice Control to manage lending portfolios and operations with integrated client access and onboarding, f3 Client Onboarding to connect to clients' accounting systems, e3 Client Access for borrowers to manage accounts and communicate securely, r3 RiskOps for risk modeling and monitoring, plus migration, setup, and training support.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Convoke
HQ: United States
Website
- Description: Provider of PCI-compliant SaaS platforms enabling financial entities and credit issuers to exchange electronic documents and data, and to manage, automate, and accelerate accurate information for debt recovery. Offerings include Convoke Origin, Pulse, CRM, and Freeform, plus tools supporting agency, legal, debt sales, and debt settlement collection channels to ensure compliance and improve recovery rates.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Convoke company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Neo Financial
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Neo Financial
2.2 - Growth funds investing in similar companies to Neo Financial
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4 - Top valuation comps for Neo Financial
4.2 - Public trading comparable groups for Neo Financial
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