Insights

Acquisition Strategy Neovest has a history of strategic acquisitions, such as acquiring LayerOne Financial to enhance its hedge fund offering, presenting an opportunity to pitch comprehensive investment solutions to hedge funds looking for advanced technology platforms.

Tech Stack Advantage Neovest's technology stack includes innovative tools like Java, reCAPTCHA, and Akamai mPulse, showcasing a strong technological capability that can appeal to tech-savvy clients seeking advanced and secure financial services solutions.

Executive Leadership Change With the recent appointment of Jimmi Shah as CEO, there is a potential opportunity to engage with a new leadership team and pitch Neovest's offerings to clients looking for fresh perspectives and innovative strategies in the financial services sector.

Compliance Concerns Despite past compliance issues and penalties related to SEC violations, this highlights a need for compliance solutions. Positioning Neovest as a compliant and trustworthy partner can appeal to clients seeking reliable and regulatory-compliant financial technology providers.

Recognition and Awards Being recognized as Best Broker-Supplied Technology in 2017 positions Neovest as an industry leader in providing trading solutions. Leveraging this recognition can help in pitching to potential clients looking for award-winning technologies and services.

Neovest Tech Stack

Neovest uses 8 technology products and services including Typekit, Font Awesome, Boomerang, and more. Explore Neovest's tech stack below.

  • Typekit
    Font Scripts
  • Font Awesome
    Font Scripts
  • Boomerang
    Javascript Libraries
  • Java
    Programming Languages
  • Akamai mPulse
    Real User Monitoring
  • reCAPTCHA
    Security
  • Adobe Tag Manager
    Tag Management
  • Video.js
    Video Players

Media & News

Neovest's Email Address Formats

Neovest uses at least 1 format(s):
Neovest Email FormatsExamplePercentage
FLast@neovest.comJDoe@neovest.com
50%
FLast@neovest.comJDoe@neovest.com
50%

Frequently Asked Questions

Where is Neovest's headquarters located?

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Neovest's main headquarters is located at 1145 S 800 E 310 Orem, Utah 84097 US. The company has employees across 4 continents, including North AmericaEuropeSouth America.

What is Neovest's phone number?

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You can contact Neovest's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Neovest's official website and social media links?

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Neovest's official website is neovest.com and has social profiles on LinkedIn.

How much revenue does Neovest generate?

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As of October 2024, Neovest's annual revenue reached $15M.

What is Neovest's SIC code NAICS code?

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Neovest's SIC code is 7372 - Prepackaged Software NAICS code is 52 - Finance and Insurance.

How many employees does Neovest have currently?

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As of October 2024, Neovest has approximately 67 employees across 4 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer (managing Director): J. S.Chief Technology Officer: S. W.Chief Implementation Officer-Portfolioone: T. M.. Explore Neovest's employee directory with LeadIQ.

What industry does Neovest belong to?

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Neovest operates in the Financial Services industry.

What technology does Neovest use?

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Neovest's tech stack includes TypekitFont AwesomeBoomerangJavaAkamai mPulsereCAPTCHAAdobe Tag ManagerVideo.js.

What is Neovest's email format?

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Neovest's email format typically follows the pattern of . Find more Neovest email formats with LeadIQ.

How much funding has Neovest raised to date?

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As of October 2024, Neovest has raised $5M in funding. The last funding round occurred on Oct 09, 2001 for $5M.

When was Neovest founded?

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Neovest was founded in 1984.
Neovest

Neovest

Financial ServicesUtah, United States51-200 Employees

With more than 40-years of experience building innovative technology, Neovest today services over 500 clients, 4,000 end users and multiple offices and data centers spanning three continents.
In 2024, Neovest acquired LayerOne Financial to offer the hedge fund community a premier, comprehensive investment management solution – PotfolioOne.
Despite these achievements, we never stand still. We continue to invest in our company through four core strategies: Client Experience, Product Strategy, Technology, and contributions to the industry.

Neovest, Inc. (“Neovest”) is a subsidiary of JPMorgan Chase & Co. (“JPMC”) and subject to its business controls, including certain of its policies and procedures. Certain Neovest, Inc. personnel are registered representatives of J.P. Morgan Securities LLC (“JPMS LLC”), a broker-dealer subsidiary of JPMC, and act in that capacity when offering Neovest services or products. JPMS LLC has supervisory responsibilities with respect to such personnel pursuant to U.S. Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) requirements. JPMC and JPMS LLC monitor Neovest’s compliance with applicable controls and regulatory requirements and accordingly surveil Neovest’s communications with you. Important disclosures at: www.jpmorgan.com/disclosures.

Section iconCompany Overview

Headquarters
1145 S 800 E 310 Orem, Utah 84097 US
Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
51-200

Section iconFunding & Financials

  • $5M

    Neovest has raised a total of $5M of funding over 3 rounds. Their latest funding round was raised on Oct 09, 2001 in the amount of $5M.

  • $10M$50M

    Neovest's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $5M

    Neovest has raised a total of $5M of funding over 3 rounds. Their latest funding round was raised on Oct 09, 2001 in the amount of $5M.

  • $10M$50M

    Neovest's revenue is in the range of $10M$50M

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