Insights

Acquisition Opportunities Neovest's recent acquisition of LayerOne Financial highlights a focus on expanding offerings to the hedge fund community. This presents an opportunity to target hedge funds seeking comprehensive investment management solutions, positioning Neovest as a premier choice in the market.

Compliance Solutions Demand Following regulatory penalties related to broker-dealer registration, there is a growing need in the market for compliance solutions. Neovest can leverage its technology stack and expertise to offer compliance services to financial firms looking to navigate regulatory challenges effectively.

Executive Leadership Networking With the appointment of Jimmi Shah as CEO, Neovest strengthens its executive leadership. Leveraging connections and reputation of the new CEO can open doors for collaborations and partnerships in the financial services industry, creating opportunities for strategic alliances.

Brokerage Tech Enhancement Neovest's acquisition by JPMorgan Chase in 2005 positions the company within a network of financial institutions. This presents an opportunity to enhance Neovest's technology solutions to cater to the evolving needs of brokerages associated with JPMorgan Chase, creating potential for increased sales and adoption.

Competitive Market Positioning Being recognized for best broker-supplied technology in 2017 establishes Neovest's credibility and competitive edge. Leveraging this recognition can help Neovest stand out in a crowded market, attracting businesses looking for innovative and award-winning financial technology solutions.

Neovest Tech Stack

Neovest uses 8 technology products and services including Adobe Experience Manager, OneTrust, Video.js, and more. Explore Neovest's tech stack below.

  • Adobe Experience Manager
    Content Management System
  • OneTrust
    Cookie Compliance
  • Video.js
    Javascript Libraries
  • Boomerang
    Javascript Libraries
  • reCAPTCHA
    Security
  • Adobe Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

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 Adobe Experience ManagerOneTrustVideo.jsBoomerangreCAPTCHAAdobe Tag ManagerGoogle AnalyticsAdobe Fonts.

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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