When was Neo Group founded?

Neo Group was founded in 2021 and raised its 1st funding round 5 years after it was founded.

Where is Neo Group located?

Neo Group is headquartered in Mumbai, India. It is registered at 903, B-Wing, 9th Floor,Marathon Futurex, Mafatlal Mills Compound, N.M. Joshi Marg, Lower P, arel, Mumbai City, Mumbai, Maharashtra, India, 400013.

Which legal entities is Neo Group associated with?

Neo Group is associated with NEO INVESTMENT VALUE ADVISORS PRIVATE LIMITED.

Is Neo Group a funded company?

Neo Group is a funded company, having raised a total of $89.3M across 2 funding rounds to date. The company's 1st funding round was a $***** Series C round, raised on Mar 21, 2026.

How much is Neo Group worth?

The latest valuation of Neo Group is ₹***** as of Jun 05, 2026.

When was the latest funding round of Neo Group?

Neo Group's latest funding was a $***** Series C round on Jul 18, 2026, with participation from 1 investor. Its primary sector is Investment Tech. In India, the Investment Tech sector has seen $262M in funding in 2026 to date.

What is the annual revenue of Neo Group?

Annual revenue of Neo Group is between ₹100 Cr and ₹500 Cr as on Mar 31, 2025

Where does Neo Group rank among its competitors?

Neo Group ranks 3rd amongst 48 active competitors, of which 6 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Neo Group, which secured $36.3M in Jul, 2026.

Who are the top competitors of Neo Group?

Neo Group's top competitors include Fisher Investments, Self Bank and RL360. Among them, Neo Group secured the most recent funding round in July, 2026.

Neo Group - 2026 Company Profile, Funding, Competitors & Financials

Neo Group is a series C company based in Mumbai (India), founded in 2021. It operates as a Provider of wealth management and asset management financial service products. Neo Group has raised $89.3M in funding from Peak XV Partners, with a current valuation of ₹*****. The company has 48 active competitors, including 6 funded and 2 that have exited. Its top competitors include companies like Fisher Investments, Self Bank and RL360.

Company Details

Provider of wealth management and asset management financial service products. This entity manages investment portfolios and credit instruments for institutional and private entities. Operations include the administration of equity funds and real asset investments. The business facilitates financial transactions and provides oversight for capital allocation strategies.

Website: neo.group
Email ID: *****@neo-group.in
Phone Number: +91 **********
Registered Address: 903, B-Wing, 9th Floor,Marathon Futurex, Mafatlal Mills Compound, N.M. Joshi Marg, Lower P, arel, Mumbai City, Mumbai, Maharashtra, India, 400013

Key Metrics

Founded Year

2021

Location

Mumbai, India

Stage

Series C

Total Funding

$89.3M in 2 rounds

Latest Funding Round

Series C, Jul 18, 2026, $*****

Post Money Valuation

₹***** as on Jun 05, 2026

Investors

Peak XV Partners & 1 more

Ranked

3^rd among 48 active competitors

Annual Revenue

₹100 - ₹500 Cr as on Mar 31, 2025

Similar Companies

Fisher Investments & 52 more

View Neo Group's full profile

Neo Group is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
NEO INVESTMENT VALUE ADVISORS PRIVATE LIMITED CIN: U70200MH2021PTC367309 , India, Active	Sep 10, 2021	₹100 - ₹500 Cr (As on Mar 31, 2025)	13 (As on May 01, 2026)

Neo Group has raised a total funding of $89.3M over 2 rounds. Its first funding round was on Mar 21, 2026. Its latest funding round was a Series C round on Jul 18, 2026 for $*****. 1 investor participated in its latest round. Neo Group has 2 institutional investors.

Here is the list of recent funding rounds of Neo Group:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 18, 2026	9416239	Series C	6777807	7255249	7670843	6815142
Mar 21, 2026	5520212	Series C	2407219	6563616	9025703	TVS Capital Funds

Access funding benchmarks and valuations. Sign up today!

View details of Neo Group's funding rounds and investors

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Neo Group include Fisher Investments, Self Bank and RL360. Here is the list of Top 10 competitors of Neo Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fisher Investments 1979, Camas (United States), Unfunded	Provider of wealth management, retirement planning, and investment advisory services	-	-	59/100
2nd	Self Bank 2000, Madrid (Spain), Unfunded	Commercial bank	-	-	52/100
3rd	Neo Group 2021, Mumbai (India), Series C	Provider of wealth management and asset management financial service products	$89.3M	TVS Capital Funds, Peak XV Partners	48/100
4th	RL360 2006, Douglas (United Kingdom), Acquired	Investment and tax-planning solutions	-	-	42/100
5th	Vault 2022, Abu Dhabi (United Arab Emirates), Seed	Online platform offering private investment and wealth management solutions for high-net-worth individuals	$68.1K	Hub71, Surge	42/100
6th	LUXUS 2021, New York City (United States), Seed	Online fractional investment platform for luxury assets	$9.37M	ATX Venture Partners, Christie's	39/100
7th	Resonant Capital Advisors 2018, Madison (United States), Unfunded	Financial planning services for for HNIs	-	-	38/100
8th	Safened 2013, London (United Kingdom), Series A	Deposit account management platform	$16.7M	Finch Capital, Orange Growth Capital & 1 others	38/100
9th	Glaxis Capital Management 2005, Sarasota (United States), Unfunded	Financial planning and advisory service provider	-	-	36/100
10th	Siyinjia 2014, Shanghai (China), Deadpooled	A wealth management platform	$10M	IDG Capital, Yunqi Partners	30/100

Get insights and benchmarks for competitors of 2M+ companies! Sign up today!

Looking for more details on Neo Group's competitors? Click here to see the top ones

Founders (largest shareholder) own 41.32%, Funds own 33.92%, Enterprises own 8.13% and Angels own 3.11%. The net worth of Neo Group's founders is INR 4,190Cr as of Jun 05, 2026.

Shareholders Name	Post Round Holding %	Net worth	Cumulative Investment	Realised Returns	Unrealised Returns	Return Multiple
Founder	41.32%	4,190Cr	2797643	1063014	4929231	6865154
Fund	33.92%	3,440Cr	6530749	6405043	5431320	4417791
Peak XV Partners	5465705	7739805	4160289	5411458	9271810	1619303
TVS Capital Funds	0	0	0	0	0	0
Enterprise	8.13%	824Cr	9033494	6298955	5826032	3733227
Angel	3.11%	315Cr	103	462	417	573
Other People	0.99%	100Cr	0	0	0	0
ESOP Pool	12.54%	1,270Cr	2662113	8831222	2607708	5553452
Total	100.00%	10,100Cr	2517514	2444161	9574559	2824654