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Neo FinancialFinancial Services · 1001-5000 · B2B contacts & data

Financial Services Canada B2B Est. 2019
83 Decision makers
+10 New (6 months)
5,000 Employees
$10M Revenue
2019 Founded

Decision Makers at Neo Financial

Total identified

83 decision makers identified 15 C-Level 12 VP 56 Heads

New decision makers — last 6 months

+10 a strong signal to time your outreach 1 VP 9 Heads
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Decision maker Email Phone

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Organizational Chart of Neo Financial

Roles identified within Neo Financial's leadership team, based on public professional data.

Neo Financial's Full Organizational Chart

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Job title Department People Action

Team Structure headcount by department

Sales
187
Technical
171
Finance
91
Customer Service
75
Other
55
Operations
36
Marketing
33
Product
28

Departments actively hiring 2 departments

Product
Sales

These departments at Neo Financial are actively recruiting: a strong signal to time your outreach.

Funding

Last round Debt financing · $150M
Total funding $713M (12 rounds)
Pre Seed Round N/A Mar 2019
Series A $17M Jun 2020
Debt Financing $20M Dec 2020
Series A $20M Dec 2020
Series B $51M Sep 2021
Grant $2M Nov 2021
Venture Round $2M Mar 2022
Series C $144M May 2022
Debt Financing $180M Nov 2024
Series D $79M Nov 2024
Series D $50M Feb 2026
Debt Financing $150M Apr 2026

Companies similar to Neo Financial

Latest news at Neo Financial

  1. Appointment

    New Sr. Director, Fp&a appointed — Finance & accounting

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  2. Appointment

    New Director, People Systems & Technology appointed — Human resources

    Get email and phone via Zeliq →
  3. Appointment

    New Director, Marketing appointed — Marketing

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  4. Appointment

    New Director, Customer Experience & Engagement appointed — Customer service

    Get email and phone via Zeliq →
  5. Appointment

    New Director of Treasury appointed — Finance & accounting

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About Neo Financial

Neo Financial operates in the Financial Services industry, with headquarters in calgary, Canada. Established in 2019, it counts about 5,000 employees. Neo Financial sells primarily to other businesses (B2B) rather than to end consumers. The company has secured 12 rounds of funding totalling $713M. The company generates approximately $10M in annual revenue. Sales teams can rely on this profile to qualify Neo Financial, spot business signals, and connect with verified decision makers.

Activity & Market

Neo Financial is positioned on the Financial Services segment, within the Financial Services sector. As a B2B company, Neo Financial primarily serves business clients and professional organisations. The company is categorised as “Privately held”.

How to prospect Neo Financial's departments

Sales

With 187 people, this is the organisation's biggest team, and it is hiring. Talk numbers (conversion, cycle length, pipeline coverage) and you will get their attention quickly.

Technical

With 171 people, this is the organisation's second pillar. Skip the marketing speak: these decision makers expect precise use cases, documentation and a quick proof of value.

Finance

A team of 91 people. Timing matters here: approach them around budget planning cycles, when arbitrations are actually open.

Customer Service

This department counts 75 people. Response time and satisfaction scores are their daily battle: a concrete angle for your first message.

Other

55 people work in this department. A cross-functional team where use cases vary: qualify the actual roles before tailoring your pitch.

Product

A team of 28 people, currently hiring. These profiles evaluate constantly: offer a fast, low-commitment way to test your value.

FAQ Neo Financial

What industry does Neo Financial operate in?

Neo Financial is active in the Financial Services industry, specifically in the Financial Services category.

How many employees does Neo Financial have?

Neo Financial has approximately 5,000 employees (in the 1001-5000 range). This figure is an estimate to help qualify the account, not a legally certified number.

How do I find contacts at Neo Financial?

With Zeliq, you can find the right decision makers at Neo Financial, get their verified emails and direct phone numbers, and engage them through targeted multichannel sequences.

Where is Neo Financial headquartered?

Neo Financial is headquartered in calgary, Canada.

Which departments are hiring at Neo Financial?

Hiring is currently active at Neo Financial in these departments: Product, Sales. A useful signal to prioritise and time your prospecting.

What is the organizational chart of Neo Financial?

Roles identified within Neo Financial's organization include CEO, Senior Talent Acquisition Partner, Vice President, Memberships, Vice President of Mortgage Lending, Director of Software Engineering, Lead Product Designer. With Zeliq, you can enrich each of these roles with verified emails and direct phone numbers.

Which decision makers recently joined Neo Financial?

In the last 6 months, Neo Financial appointed new decision makers including Sr. Director, Fp&a, Director, People Systems & Technology, Director, Marketing, Director, Customer Experience & Engagement, Director of Treasury. Newly appointed leaders typically review tools and vendors early on — their verified contacts are available on Zeliq.

Why use this data before prospecting Neo Financial?

With Neo Financial's firmographics and business signals at hand, you can prioritise the account, personalise your approach, and contact the right people straight away.