Fundz

 Neo Financial Announces $64 Million Series B Raise To Accelerate Growth

Sep 15, 2021

Amount Raised

$64 Million

Round Type

Series B

CalgaryFinanceFintech

Description

Neo Financial (Neo), a financial technology company created by two of the co-founders of SkipTheDishes, today announced their $64 million Series B fundraising round. This brings Neo’s total funding to $114 million CAD, with Valar Ventures leading both Series A and B rounds.

Quick answer

Neo Financial raised $64 Million in a Series B round, dated September 15, 2021. Neo Financial is based in Calgary, Alberta, Canada.

How much did Neo Financial raise?
Neo Financial raised $64 Million in a Series B round on September 15, 2021.
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,..
Where is Neo Financial based and how big is it?
Neo Financial is based in Calgary, Alberta, Canada. Fundz records about 984 employees.
Who are the decision-makers at Neo Financial?
Fundz holds 1 contact at Neo Financial. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Fintech around the same time

Companies in the same sectors as Neo Financial that raised within 45 days of this round, from Fundz verified event records.

  • Quavo raised $6.6M on October 29, 2021.
  • Torpago raised $77M on October 28, 2021.
  • Equipifi raised $1.3M on October 22, 2021.
  • Dhani Services Limited raised $157M (Funding Round) on October 20, 2021.
  • Verdata raised $1.4M (Seed) on October 20, 2021.
  • Zopa raised $287M (Funding Round) on October 19, 2021.

Who to call at Neo Financial, and when

A new round usually means Neo Financial is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Neo Financial raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Neo Financial, from your own LinkedIn network

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Company Information

Company

Neo Financial

Location

Calgary, Alberta, Canada

About

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 the future of financial services.

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Fundz sees it the moment Neo Financial raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Funding Insights

What this usually means
Timeline to next round
Series B companies typically work for 15-20 months before raising new capital
Growth expectations
Series B companies are expected to scale rapidly and expand market reach

Neo Financial raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.