The profile is currenly unclaimed by the seller. All information is provided by CB Insights.


Acquired | Acquired

About Neo Financial Solutions

Neo Financial Solutions licenses and supports financial planners in their businesses.On June 25th, 2020, Neo Financial Solutions was acquired by PictureWealth. Terms of the transaction were not disclosed.

Neo Financial Solutions Headquarter Location

Ground Floor 30 Summers Street

East Perth, Western Australia, 6004,


Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest Neo Financial Solutions News

Seven licensees add new adviser roles

Jan 14, 2021

Despite a slow start to the year, at least seven licensees have reported net gains of two new adviser roles and they were followed by 18 licensees who managed to add one adviser role each, according a HFS Consulting analysis. The analysis, which looks at the weekly changes in the corporate regulator’s Financial Adviser Register (FAR) found the seven were Neo Financial Solutions, Infocus Securities, Australian Unity Personal Financial Services, Crown Wealth Group, Guideway Financial Services, Together Financial Planning, and Wealthmed Financial. At the same time, a number of lost adviser roles continued to stay equally high, at around 50, with the current single largest financial planning group, the SMSF Advisers Network, leading the table with a net loss of seven advisers this week. HFS’s director Colin Williams noted that those figures should be looked at very carefully as some of them might be backdated into 2020 since the licensees had 30 days to report their adviser movement. “Backdating of adviser movement can cause a little friction in the numbers. The SMSF Advisers Network reported seven losses however, but six fell into 2020,” he said. “Strangely, looking purely at the 2021 dates of the adviser movement, it is in a plus nine position with 55 advisers appointed and 46 roles resigned giving a net gain of nine.”  Charter Financial Planning and Macquarie Equities also recorded this week a loss of three adviser roles each. Also, the past week saw an addition of one new licensee DDMA while Halifax Investment Services exited the market after losing its only adviser role.

  • Where is Neo Financial Solutions's headquarters?

    Neo Financial Solutions's headquarters is located at Ground Floor, East Perth.

  • What is Neo Financial Solutions's latest funding round?

    Neo Financial Solutions's latest funding round is Acquired.

  • Who are the investors of Neo Financial Solutions?

    Investors of Neo Financial Solutions include PictureWealth.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.