Neo Group - About the company
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 1692 active competitors, including 31 funded and 149 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.
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
Post Money Valuation
₹***** as on Aug 10, 2026
Investors
Ranked
51st among 1692 active competitors
Annual Revenue
₹100 - ₹500 Cr as on Mar 31, 2025
Similar Companies
Legal entities associated with Neo Group
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) |
Sign up to download Neo Group's company profile
Neo Group's funding and investors
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 16, 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 16, 2026 | 7820245 | Series C | 9027394 | 1213396 | 3347875 | 4310610 |
Mar 21, 2026 | 6755014 | Series C | 5755005 | 4570729 | 6171909 |
Access funding benchmarks and valuations. Sign up today!View details of Neo Group's funding rounds and investors
Access Tracxn on any website
Install Tracxn ExtensionOur Google Chrome extension lets you view company details while browsing their websites
Neo Group's Competitors and alternates
Top competitors of Neo Group include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Neo Group, ranked by Tracxn score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 81/100 | |
2nd | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 80/100 | |
3rd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
4th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 78/100 | |
5th | Corporate consultancy and advisory service provider | $178M | 77/100 | ||
6th | Diversified of wealth & asset management services | - | 75/100 | ||
7th |  Neo Asset Management 2021, Mumbai (India), Series B | Provider of alternative asset management solutions focusing on credit and fixed income | $45.7M | 72/100 | |
8th | Developer & operator of logistics properties | $606M | 71/100 | ||
9th |  InCred Capital 2016, Mumbai (India), Series A | Private debt firm | $37.4M | 69/100 | |
10th |  India Infoline 1995, Mumbai (India), Public | Traditional Broker for trading in stocks, mutual fund, and commodities | - | 68/100 | |
51st | Provider of wealth management and asset management financial service products | $89.3M | 48/100 |
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
Neo Group's Latest cap tables and shareholding
Founders (largest shareholder) own 39.45% and Angels own 2.91%. The net worth of Neo Group's founders is INR 4,190Cr as of Aug 10, 2026.
Shareholders Name | Post Round Holding % | Net worth | Cumulative Investment | Realised Returns | Unrealised Returns | Return Multiple |
|---|---|---|---|---|---|---|
Founder | 39.45% | 4,190Cr | 4689887 | 2851155 | 1599735 | 3048896 |
Angel | 2.91% | 309Cr | 68 | 91 | 18 | 97 |
Total | 42.36% | 4,500Cr | 6709938 | 4052119 | 3158995 | 3115925 |
To unlock detailed Cap Table of Neo Group Sign up today!Notes: The column Net Worth represents the net worth of investments made by that entity, as per the latest cap table.
DisclaimerView more details of Neo Group's Shareholding
Neo Group's Investments and acquisitions
Neo Group has made no investments or acquisitions yet.
Reports related to Neo Group
Here is the latest report on Neo Group's sector:
News related to Neo Group
Media has covered Neo Group for a total of 7 events in the last 1 year, 1 of them has been about company updates.
•
•
•
Alpaca Accelerates Tokenization with New $135 Million FundingCryptoDnes•Jul 16, 2026•Alpaca Securities, Peak XV Partners, Opera Tech Ventures, Unbound and 10 others
•
OneCard Secures Rs 72 Crore in Series D Funding Led by Peak XV PartnersEntrackr•Jul 13, 2026•Z47, OneCard, Peak XV Partners, NeoGroup and 3 others
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQs about Neo Group
Explore our recently published companies
- IBBU Industrial Services - India based, 2022 founded, Unfunded company
- Safehands Patient Care - India based, Unfunded company
- Kelvin Water Technologies - India based, 2008 founded, Unfunded company
- EcoStar - India based, 2014 founded, Unfunded company
- Solbe Precision Fixing - India based, 2014 founded, Unfunded company
- Core Credit & Collections Services - India based, 2002 founded, Unfunded company
