When was NEOS Investments founded?

NEOS Investments was founded in 2021.

Where is NEOS Investments located?

NEOS Investments is headquartered in Westport, United States.

Where does NEOS Investments rank among its competitors?

NEOS Investments ranks 572nd amongst 692 active competitors, of which 106 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of NEOS Investments?

NEOS Investments' top competitors include Addepar, KFin Technologies and FNZ. Among them, FNZ secured the most recent funding round in November, 2025.

NEOS Investments - 2026 Company Profile & Competitors

Company Details

Provider of options-based income exchange-traded funds (ETFs). It offers a diverse range of ETFs designed to generate monthly income for investors. These ETFs utilize options strategies across various asset classes, including equities, bonds, and alternative investments, to achieve this goal. The firm focuses on tax-efficient income generation and risk management within its investment strategies. The ETFs are designed to provide income while also seeking potential capital appreciation.

Key Metrics

Founded Year

2021

Location

Westport, United States

Stage

Unfunded

Ranked

572^nd among 692 active competitors

Similar Companies

Addepar & 753 more

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NEOS Investments has not raised any funding rounds yet.

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Top competitors of NEOS Investments include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of NEOS Investments, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	77/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Compar Estates and Agencies, Kotak Mahindra Bank ... & 11 others	76/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$2.55B	Temasek, General Atlantic & 13 others	74/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
7th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
8th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
9th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 35 others	68/100
10th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 others	65/100
572nd	NEOS Investments 2021, Westport (United States), Unfunded	Provider of options-based income exchange-traded funds (ETFs)	-	-	36/100