Neo Financial

Overview

Neo Financial is a Canadian fintech company founded in 2019, with headquarters in Calgary and Winnipeg. It focuses on digital-first financial products that simplify spending, saving, investing, and borrowing for Canadians. Established by a team that previously created SkipTheDishes, it aims to modernize personal finance for a new generation.

The company offers in-house Mastercards with cashback, high-interest savings accounts, low-rate mortgages with personalized support, and managed investment portfolios, all managed through a seamless digital platform. Targeting millennials and Gen Z customers, Neo Financial operates entirely online and has been recognized as one of Canada’s fastest-growing companies, serving over 1.3 million customers while continuously innovating in the financial sector.

Basic Information

Contact Details

• Phone: +1 800-282-1376
• Website: neofinancial.com
• LinkedIn: linkedin.com/company/neo-financial

Key Focus Areas & Initiatives

• Financial services
• Credit card offerings
• Fintech innovation
• Spending, saving, investing, and borrowing solutions
• Digital platform and mobile banking
• Cashback rewards and loyalty programs
• Personalized financial support
• Embedded finance and white labelling
• Customer experience optimization
• Seamless app integration and instant account access

Technologies Used

• Amazon AWS
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gmail
• Google AdWords Conversion
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Maps
• Google Maps (Non Paid Users)
• Google Play
• Google Tag Manager
• Hotjar
• Linkedin Marketing Solutions
• Mobile Friendly
• MongoDB
• Route 53
• Sardine
• The Trade Desk
• Typekit
• Vercel
• Webflow