Neovest

Vision to fuel global financial markets through secure and insightful data, powerful automation and unparalleled service

General Information
Company Name
Neovest
Founded Year
1984
Location (Offices)
Orem, United States +4
Founders / Decision Makers
Number of Employees
71
Industries
Finance, Financial Services, Fintech +1
Funding Stage
Series Unknown
Social Media

Neovest - Company Profile

Neovest is a finance technology startup based in the United States with a slogan that highlights its vision to fuel global financial markets through secure and insightful data, powerful automation, and unparalleled service. The company has an extensive 40-year history in building innovative technology and currently serves over 500 clients and 4,000 end users across three continents. In 2024, Neovest made a significant move by acquiring LayerOne Financial to offer the hedge fund community a premier, comprehensive investment management solution – PotfolioOne. Despite its impressive track record and recent acquisitions, Neovest remains focused on growth and development, investing in the company through four core strategies: Client Experience, Product Strategy, Technology, and contribution to the industry. It's important to note that Neovest, Inc. is a subsidiary of JPMorgan Chase & Co., which brings a significant level of oversight and supervision. The company is backed by a $5.00M Venture Round investment from Conning Capital Partners, demonstrating confidence from the investment community in its potential for growth and innovation. This indicates that Neovest has the backing of a major financial player and continues to attract investment interest.

Taxonomy: financial markets, investment management, technology, trading software, securities, brokerage, real-time data, execution management, order management, equities, futures, options, FX

Funding Rounds & Investors of Neovest (3)

View All
Funding Stage Amount No. Investors Investors Date
Venture Round $5.00M 1 09 Oct 2001
Venture Round Unknown 1 KCG Holdings 14 Jun 2000
Venture Round $6.10M - 20 Mar 2000

Latest News of Neovest

View All

No recent news or press coverage available for Neovest.

Similar Companies to Neovest

View All
Cornerstone Wealth Advisors - Similar company to Neovest
Cornerstone Wealth Advisors Bringing Your Entire Picture Together: One Piece at a Time
nest egg - Similar company to Neovest
nest egg The future of investment advice.
Copper Financial - Similar company to Neovest
Copper Financial Customized investment programs for credit unions and their members.