Adventis
Financial Modeling Skills For Aspiring Finance Professionals
46 employees · est. 2008 · Chicago, United States
Neo Financial
Savings & credit made clear, simple, and built to move you forward. Get what you’ve earned.
1149 employees · est. 2019 · Calgary, Canada
Adventis is the older company (2008 vs 2019); Neo Financial is the larger of the two.
Side-by-Side Comparison
| Metric | Adventis | Neo Financial |
|---|---|---|
| Founded | ||
| Founded | 2008 older | 2019 |
| Headquarters | ||
| Headquarters | Chicago, United States | Calgary, Canada |
| Employees | ||
| Employees | 46 | 1149 larger |
| Industry | ||
| Industry | EdTech, Education, Financial Services | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series C |
| Total Funding | ||
| Total Funding | Not tracked yet | $275.60M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 5 |
| Services | ||
| Services | Not tracked yet | Credit Cards, Chequing and Savings Accounts, Mortgages, Investment Accounts, Security Features |
| Target Customers | ||
| Target Customers | Not tracked yet | Individuals looking to improve credit, People seeking competitive savings options, Users interested in mobile banking convenience, Customers requiring secure digital transactions, Young adults building financial literacy |
| Taxonomy | ||
| Taxonomy | Financial Modeling, Corporate Training, Certification Programs, Finance Industry Education, Excel Training, Investment Banking, Valuation, Consulting Services, LBO Modeling, Wall Street Careers | Financial Technology, Savings Accounts, Credit Cards, Rewards Programs, FinTech Partnerships, Technology-driven Finance, Financial Services Innovations, Embedded Finance, White Labelling, Co-Branding, Loyalty Programs, Secure Spending Solutions, CDIC Deposit Protection, Financial Growth Opportunities, Consumer Financial Empowerment |
| Website | ||
| Website | adventiscg.com | neofinancial.com |
About Adventis
Adventis is an EdTech startup providing college students and finance professionals with practical financial modeling skills through online and in-person learning. Its Financial Modeling Certification (FMC®) Program is designed to optimize speed and accuracy in building financial models in Microsoft...
About Neo Financial
Neo Financial is a rising star in the Canadian financial technology space. Founded in 2019, this Canada-based company has rapidly earned recognition, being named one of the country's top-growing companies by The Globe and Mail and Deloitte. Neo's mission, encapsulated in their slogan, "Savings & cr...
We will tell you when either one moves
BounceWatch watches Adventis and Neo Financial for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Adventis and Neo Financial — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Adventis on 16 Nov 2024, and Neo Financial on 30 Apr 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.