Insights

Innovative Technology Stack Neovest leverages a diverse set of modern digital tools including Adobe Experience Manager, Microsoft 365, and Google Analytics, indicating a strong focus on enhancing user experience and operational efficiency. This presents opportunities to offer tailored tech solutions or integrations that complement their existing infrastructure.

Recent Acquisition Strength The recent acquisition of LayerOne Financial highlights Neovest’s strategic push to expand its offerings in hedge fund investment management. This growth initiative signals potential for upselling advanced analytics, compliance solutions, or automation tools to support their integrated platform.

Regulatory Challenges Neovest has faced securities law compliance issues, including penalties for failure to register as a broker-dealer. This opens avenues for providing regulatory compliance, risk management, or legal tech services to help mitigate future legal risks and improve adherence.

Industry Recognition Having been named the Best Broker-Supplied Technology in 2017, Neovest demonstrates a commitment to high-quality, innovative trading solutions. Opportunities exist to introduce advanced trading analytics, automation, or competitive differentiators that align with their premium market positioning.

Company Growth & Market Position With a revenue range of up to 50 million dollars and servicing over 500 clients across continents, Neovest is positioned for further expansion. Sales efforts could focus on scalable enterprise solutions, global compliance tools, or increased support services to sustain and accelerate their growth trajectory.

Neovest Tech Stack

Neovest uses 8 technology products and services including Adobe Experience Manager, OneTrust, Microsoft 365, and more. Explore Neovest's tech stack below.

  • Adobe Experience Manager
    Content Management System
  • OneTrust
    Cookie Compliance
  • Microsoft 365
    Email
  • jQuery
    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

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 LinkedInCrunchbase.

How much revenue does Neovest generate?

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As of December 2025, Neovest's annual revenue is estimated to be $7.7M.

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 December 2025, Neovest has approximately 107 employees across 4 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer (managing Director): J. S.Chief Implementation Officer-Portfolioone: T. M.Chief Technology Officer: S. W.. 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 ManagerOneTrustMicrosoft 365jQueryreCAPTCHAAdobe Tag ManagerGoogle AnalyticsAdobe Fonts.

What is Neovest's email format?

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

When was Neovest founded?

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Neovest was founded in 1984.

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

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Neovest's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Neovest's revenue is estimated to be in the range of $25M$50M

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