Neovest (Finance) — Funding, Investors & Signals 2026

Neovest

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

Founded 1984

Orem, United States 71 employees Venture round Total: $11.10M Finance, Financial Services +2

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.

Funding Stage	Amount	Investors	Lead Investors	Date
Venture Round	$5.00M	1	Conning Capital Partners	09 Oct 2001
Venture Round	Undisclosed	1	KCG Holdings	14 Jun 2000
Venture Round	$6.10M	-		20 Mar 2000

Funding Stage

Amount

Investors

Lead Investors

Date

Venture Round

$5.00M

Conning Capital Partners

09 Oct 2001

Venture Round

Undisclosed

KCG Holdings

14 Jun 2000

Venture Round

$6.10M

20 Mar 2000

FAQ About Neovest

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

Neovest was founded in 1984.

Neovest is headquartered in Orem, United States.

Neovest operates in Finance, Financial Services, Fintech and Information Technology. Its work centres on financial markets, investment management, technology and trading software.

Neovest has approximately 71 employees.

Neovest has completed 3 funding rounds, raising a total of $11.10M. The latest funding stage is Venture round.

Top alternatives and competitors to Neovest include BestEx Research, Tradesk HK, Britannia Global Markets Limited, DASH Financial Technologies, Merus Global Investments, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Neovest and BestEx Research are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Neovest

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