Neo Financial’s cover photo
Neo Financial

Neo Financial

Financial Services

Calgary, Alberta 118,097 followers

Savings & credit made clear, simple, and built to move you forward. Get what you’ve earned.

About us

Neo is a Canadian financial technology company built to help people get what they’ve earned. We believe savings and credit should be clear, simple, and built to move you forward. Our financial tools support everyday progress for over one million Canadians—no jargon, no noise, just momentum. Recognized as one of Canada’s top-growing companies by The Globe and Mail and Deloitte, Neo partners with financial institutions and retailers to reshape how financial services work by putting clarity, access, and progress first. Want to build the future of finance with us? Join Neo and help turn everyday effort into lasting financial victory.

Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Calgary, Alberta
Type
Privately Held
Founded
2019
Specialties
Financial Services, Credit Card, Fintech, Technology, Investing, Mortgages, Embedded Finance, Co-Brands, White Labelling, and Loyalty

Locations

Employees at Neo Financial

Updates

  • Neo Financial reposted this

    View profile for Ritika Saraswat
    Ritika Saraswat Ritika Saraswat is an Influencer

    Yesterday, I had the opportunity to speak on a panel with Neo Financial about personal finance from a newcomer and immigrant perspective. One thing that stood out to me was how many people were surprised by something I thought was common knowledge. A lot of us as immigrants approach money from a survival mindset. We become so focused on saving, cutting costs, and holding onto every dollar that money starts feeling scarce, even when we're earning more than we were before. And while being financially responsible matters, I've learned that constantly obsessing over every dollar isn't always the answer. One of the biggest shifts that helped me was automating my finances. Before money even reaches my chequing account, a portion automatically goes toward: • Investments • Savings • Credit card payments • Other financial goals That means the money I actually see in my account is money I can spend without constantly second-guessing every purchase. The best part? You don't need to wait until you're making six figures to start. Whether you're making $1,000 a month as a student or significantly more later in your career, the principle stays the same: Pay your future self first. The percentage may change as your income grows. The habit shouldn't. Curious, what's one money lesson you wish you had learned earlier in your newcomer journey? #immigrant #finances #advice

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  • Banks don't host free financial education nights in your neighbourhood. Neo does.                                                                         This week we brought our first Get What You've Earned events to Scarborough and North York — two nights, 100+ attendees, free food, Neo swag, and real talk on maximizing cashback and building credit faster. The feedback we kept hearing: "Banks don't do this." That's exactly the point. More cities coming. Shout out to the team for bringing this together Grant Lahring Ávila Jamieson Keltz Nabil Tegaz Carol N. Nolan Mikowski Ronak Mulani Madison M.

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  • "We didn't want to build a company that literally had no Canadians reaping in the upside, when we were actually going to win here." Our CEO Andrew Chau took the stage at Toronto Tech Week's Homecoming alongside Float's Rob Khazzam and Rebel's Emily Hosie, moderated by Boardy's Andrew D'Souza — sharing the real story behind Neo's last raise. Early on, 98% of Neo's investors were foreign. When we decided to change that, it meant convincing "older money" — oil and gas investors who'd never touched fintech — that Canadian financial services was worth betting on. "Prior to our last round, I think our investor base was like 98 percent foreign or American. We didn't want to build a company that literally had no Canadians reaping in the upside, when we were actually going to grow and win here." Now we have 100+ Canadian investors. Nearly $70M in funding. Raised at home. Canada is where we're building. And winning.

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  • "Yes, patio season is coming! But before you book that happy-hour table, check out our story on splitting the cheque, with three takes on how to handle the tab. I usually defer to whomever has the strongest opinion, whether the group wants to itemize by guest, split it evenly, or let that someone who’s feeling generous pay. Doing math after a few Aperol spritzes kills the vibes." — Lisa Hannam, Editor-in-Chief of The Get Newsletter Get reading   • How to split the bill at dinner—minus the social awkwardness https://lnkd.in/ebH8AGqh  • Should you move this summer? https://lnkd.in/eG7UXbbs  • Katrice Justice on what Gen Z should know about their finances https://lnkd.in/e_8ZitST  • Need shopping money? Don’t forget about this https://lnkd.in/ez6rNnNC  • Can you open an RDSP after you turn 18?https://lnkd.in/eCpwWnnR 

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  • Neo is thrilled that the Canadian Lenders Association recognized Richard Goyder as a finalist for Risk Officer of the Year at the 2026 Canadian Finance Summit. Great risk managers like Richard don't just protect the downside—they create the conditions to go bigger. (He'd probably call it "building enough of a safety net to afford the next adventure." We'd call it exceptional.) 🏆 Full list of nominees here: https://lnkd.in/ezE7tKc9  #FinanceAwards2026 #NeoFinancial #CanadianFinance

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  • View organization page for Neo Financial

    118,097 followers

    "Ever search yourself online? What you see on Google or ChatGPT is only a fraction of your data, from social media and cookies to highly sellable details on the dark web. Discover how to protect your digital footprint, even after you’re deceased. And, for some more immediate things on your agenda, learn to predict your mortgage rate’s path (and why it hasn’t dropped recently), and see how a popular artist manages money through the lean times. As with all things around money, knowing is always better than not knowing." — Lisa Hannam, Editor-in-Chief Get reading: 1. WHY HAVEN’T MORTGAGE RATES COME DOWN MORE?https://lnkd.in/ecBSNB7t 2. HOW MUCH DOES THE INTERNET KNOW ABOUT US? https://lnkd.in/eZnCv-HQ 3. ARTIST CHRISTOPHER ROULEAU OPENS UP ON SELLING CANADA—AND THE BUSINESS OF ART https://lnkd.in/eFyz88xT 4. WHAT IS A DIGITAL FOOTPRINT? SHOULD IT BE PART OF YOUR WILL?https://lnkd.in/ectzB2gk 5. HOW MUCH MONEY WILL I NEED TO RETIRE AT 60? https://lnkd.in/emm7waUb

  • View organization page for Neo Financial

    118,097 followers

    The financial system is finally catching up to the effort Canadians are putting in to their financial progress. The OSFI's new bank licence pilot project is a powerful sign that the regulatory walls that have long protected the status quo are finally coming down, paving a clearer path for challengers like Neo Financial to innovate. As our CEO & Co-Founder Andrew Chau writes in the Financial Post, "The current system forces Canadian innovators to play on 'hard mode.' Building a better bank shouldn’t have to be an extreme endurance test." This change isn't just about cutting red tape for fintechs, it's about fixing the chronic lack of choice and slow innovation that prevents Canadians from getting what they've earned. Read why this regulatory milestone is only the beginning for Canadian banking: https://lnkd.in/gJUpSBaA #Innovation #Fintech #CanadianBanking #GetWhatYouveEarned

  • "In this economy? You bet more and more Canadians have multiple streams of income to make ends meet. And I can relate. At one point, I had five jobs, one of which was full time. I always said yes to extra work, and I preferred the money in my account instead of someone else’s, especially because I had no work pension. Is all the paperwork worth it? For me it was. Get some clarity on living within your means, income tax time for side income (the deadline for filing self-employed returns is June 15), and more. Enjoy this issue!"   —Lisa Hannam, Editor-in-Chief of The Get - Are you living within your means?  https://lnkd.in/eV3rrxHm - Do you have to claim all your income? Like everything? https://lnkd.in/eA8rXznf - How to handle any situation—tips from homicide cop Hank Idsinga https://lnkd.in/e_UHmjDm - This is how gig workers can avoid a surprise tax bill https://lnkd.in/e_7N6icr - How do you know if a financial advisor is any good? https://lnkd.in/eP6gDSEM 

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  • View organization page for Neo Financial

    118,097 followers

    Kicking things off by celebrating our monthly Neo champions (a total of 12 winners, 5 of whom are pictured below). These employees were nominated by their leaders for their outstanding contributions throughout the month for helping move the needle forward toward our overarching company goals. Their dedication, energy, and commitment show up in the work they do every day. We’re excited to highlight and celebrate the impact they’re making. Congratulations again to all of you! Karen Sondergard, MSc. Shenis O. Osias Chloe Bouchard Darren Picard Kenzie Sharko Nolan Mikowski Nicholas Slowski Tiffany Kanga Djeudja Apeksha Mathur Jeremy Saimoto Katie Harder Zeeshan Ahmed, CAMS, MBA

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  • "I wasn’t surprised that Canadians rank mothers as one of the most-trusted sources for money advice. They’re known for being brutally honest even when our egos aren’t ready for it (I’m looking at you Mum!). We asked Canadians about the most important financial lessons their moms gave them—and asked moms what money advice they share with their kids. What’s the best financial advice your mom or mother figure gave you? Or that you give your kids? Email us at TheGet@neofinancial.com, and you might get featured on Neo’s IG."   —Lisa Hannam, Editor-in-Chief of The Get   • The best money advice from moms https://lnkd.in/egz5WcAz • Never calculated your net worth? It’s easy math (promise) https://lnkd.in/eFD_WNrf • Carlene Higgins on starting a beauty brand at 50 https://lnkd.in/eSaACH8f • What age should kids be taught about money? https://lnkd.in/eGfzEqw9 • Which debt consolidation option is right for you? https://lnkd.in/eB-bG9Bq

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Funding

Neo Financial 8 total rounds

Last Round

Series D

US$ 79.0M

See more info on crunchbase