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Insights

Acquisition of LayerOne Financial Neovest's acquisition of LayerOne Financial showcases their commitment to enhancing their investment management solutions, creating an opportunity to cross-sell to the hedge fund community.

Technology Integration With a tech stack including Java, Typekit, and Akamai mPulse, Neovest demonstrates a tech-savvy approach that can be leveraged to attract clients seeking cutting-edge solutions.

Key Personnel Change The appointment of Jimmi Shah as CEO brings new leadership to Neovest, providing a chance to engage with clients through fresh perspectives and strategies.

Regulatory Compliance Challenges Recent penalties and compliance issues present an opportunity for Neovest to position themselves as a compliant and transparent partner, gaining the trust of risk-averse clients.

Industry Recognition Being recognized as the Best Broker-Supplied Technology in 2017 highlights Neovest's expertise in the industry, serving as a strong selling point to attract clients looking for top-notch solutions.

Similar companies to Neovest

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 2 continents, including North AmericaEurope.

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 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer (managing Director): J. S.Head Of Technology: P. B.Head Of Client Experience: A. H.. 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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