Neo Financial
Neo Financial is a Canadian fintech company that provides savings and credit products to over 1 million Canadians. It has raised $545M in funding, most recently in a Series D round in February 2026.
The growth story
Neo Financial grew from 185 to 1,025 employees between 2020 and 2026, raising $545M along the way, most recently a Series D in February 2026.
About
Neo Financial offers digital banking services focused on savings and credit products, partnering with financial institutions and retailers. Its tools aim to simplify financial management for Canadian consumers.
The company has grown rapidly since its 2019 founding, reaching a headcount of 1,025 employees. Its $545M total funding includes investments from major Canadian financial institutions like ATB Financial and Alberta Investment Management.
Founders and leadership
Engineering is Neo Financial's largest function with 135 employees. The company has a median tenure of 1 year, suggesting a relatively young workforce with frequent turnover.
The Neo Financial org chart
Andrew Chau (Co-founder, CEO) leads 58 mapped leaders with 14 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Sales 267 (+77% YoY), Engineering 169 (+20% YoY), Finance 110 (+15% YoY), Customer Success and Support 101 (-9% YoY), Information Technology 64 (0% YoY), Business Development 41 (+24% YoY).
Talent flow
Neo Financial recruits heavily from Canadian financial institutions like TD, CIBC, and RBC, as well as local tech companies like Skip. Many alumni move to other Canadian fintechs like Questrade Financial and Wealthsimple.
Most common previous employers of Neo Financial staff: Skip (33), Kognitive Sales Solutions (21), University of Calgary (16), TD (13), CIBC (12), RBC (12). Former Neo Financial employees most often moved to Questrade Financial (14), RBC (11), Wealthsimple (10), Clio (10), TD (9), ATB Financial (9).
Alumni worth knowing
The Neo Financial mafia
Neo Financial alumni have founded 43 companies, including Patlytics (75 staff) and Katalyze AI (46 staff). Several startups have multiple Neo founders, such as Leeg with 3 founders.
47Shreyas Becker, was Group Manager, Products until 2022Paul Card, was Managing Director until 2024Celene Campbell, was Marketing Director until 2025Bri Falls, was Director Of Partnerships until 2023Emma Brown, was Project Manager, Corporate Development until 2023
Carlos Almeida, was Investment Product Manager until 2022
Martin Bshouty, was Founding Team Employee until 2025
Nick R., was Full Stack Engineer, Senior Data Lead, Founding Team Member until 2024
Wayne Kainu, was Head of Mortgages until 2025
Lucas Scheer, was Executive until 2023
Sebastien Hiscock, was Software Architect & Principal Developer until 2025
Bhavya Shah, was District Manager until 2026
Emilie Stewart, was Lead, Strategic Talent Management until 2024
Hasanpreet Singh, was Team Lead & Senior Software Engineer until 2025
Naol Denko, was Business Development until 2023
Sia Ghazvinian, was Senior Product Manager until 2024
Deboye O., was Onboarding Specialist until 2022
Jes Thomas Mathew, was Store Manager until 2025
Marwan AlShayeb, was Corporate Development Associate until 2023
Robyn Kacperski, was Brand Consultant until 2020
Raul R., was Senior Software Engineer until 2025
Abdelhamid Oughanem, was Customer onboarding specialist until 2024
Oliver S., was Senior UX Writer until 2023
Kervin Castro, was District Sales Manager until 2026
Devyn Hurry, was Compliance Analyst until 2022
Andrew Peker, was Head of Product, Mortgages & Partnerships until 2025
Roseline Sarah, was Marketing Project Manager until 2022
Adam Scrivens, was Legal | Compliance until 2023
Venesa Bakreska, was Campus Ambassador until 2023
Paije McGrath, was Program Director, PMO until 2024
Arden Bodnar, was Enterprise Marketing Manager until 2024
Rudy Shirra, CFA, was Director, Banking Delivery until 2025
Ian Martins, was Director Growth Analytics until 2025
Lance Bryant, was Senior Developer until 2023
William Toussaint, was Senior Talent Acquisition Partner until 2026
Leosbel Poll Sotomayor, was Senior Software Developer until 2024
Santosh Vadivelu, was Principal, Partnerships until 2023
Josh Regan, was Operations Specialist until 2022
Himanshu Chaturvedi, was Vice President of Financial Planning Analysis until 2024
Adrian G. De la Pena, was Editor de vídeo until 2023
Nigel Istvanffy, was Corporate Strategy, Growth & Partnerships until 2024
Gurjeet kaur, was Sales Representative until 2025Hiring now
Web traffic
Traffic mix: 47% direct, 28% search, 3% social, 3% paid.
What this company is made of
Most common skills at Neo Financial: Communication (359), Customer Service (356), Microsoft Office (273), Leadership (272), Teamwork (252), Problem Solving (251), Microsoft Excel (248), Sales (228).
Where the team actually sits
Neo Financial people are concentrated in Alberta, Canada (292), Ontario, Canada (84), Canada (84), Manitoba, Canada (49).
Search footprint
Neo Financial attracts about 4,217 organic search visits a month, traffic worth roughly $100K a month if bought through ads. It gained 955 ranking keywords and lost 801 in the last period.
What employees say
- Compensation
- 2.20 / 5
- Career opportunities
- 2.70 / 5
- Senior management
- 2.50 / 5
- Work-life balance
- 2.50 / 5
Frequently asked
Neo Financial has 1,025 employees as of September 2026.
Neo Financial has raised $545M in total, most recently a Series D round in February 2026.
Neo Financial was founded in 2019 by Andrew Chau, Chris Simair, Jeff Adamson, Kris Read.
Andrew Chau (Co-founder, CEO) sits at the top of Neo Financial's reporting structure, with 14 direct reports.
The most common previous employers of current Neo Financial staff are Skip (33 people), Kognitive Sales Solutions (21 people), University of Calgary (16 people).
Former Neo Financial employees most often move to Questrade Financial (14), RBC (11), Wealthsimple (10).
At least 43 companies have a founder who previously worked at Neo Financial, including Patlytics, Katalyze AI, Manitoba Innovates.
Neo Financial attracts about 4,217 organic search visits a month, worth roughly $100K a month in equivalent ad spend.
The most common skills among Neo Financial staff are Communication, Customer Service, Microsoft Office, Leadership, Teamwork.
Neo Financial staff are concentrated in Alberta, Canada (292), Ontario, Canada (84), Canada (84).
Neo Financial has about 267 people in Sales, up 77% over the past year, as of September 2026.
Neo Financial has about 169 people in Engineering, up 20% over the past year, as of September 2026.
Computed from 582 current and 901 former Neo Financial profiles, as of September 2026. Source: Crustdata.
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