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Neo Wealth competitors & alternatives
The 12 closest competitors and alternatives to Neo Wealth among financial services companies — ranked by similarity to what Neo Wealth actually does, not by market-cap band.
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About Neo Wealth
Neo Wealth & Asset Management is a financial services company founded in 2024 and headquartered in Mumbai, India. The firm specializes in wealth management and asset advisory services for investors.
Neo Wealth at a glance
Neo Wealth is a financial services company headquartered in India. It has raised at least $174M across the 3 funding rounds on record. Its most recent funding round raised $60M in March 2026. Xcout tracks 2 named people at Neo Wealth, including Nitin Jain (chairman and managing director).
Neo Wealth leadership
- Nitin Jainchairman and managing director
- Nitin Jainformer CEO Edelweiss Wealth / Founder
Neo Wealth funding rounds
At least $174M raised across the 3 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| — | $60M | 2 named | |
| — | $66M | 6 named | |
| Series B | $48M | 2 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Neo Wealth competitors
Ranked by semantic similarity — how close each company is to Neo Wealth by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Anand Rathi Wealth Limited is a prominent financial services firm headquartered in Mumbai, India, specializing in private wealth management for high-net-worth and ultra-high-net-worth individuals. The NSE500-listed company acts as a personal financial advisor, offering customized wealth planning and investment solutions.
Similar financial services company
Veriqus is a financial services platform headquartered in Mumbai, India, that combines wealth management, asset management, business advisory, and lending for high-net-worth individuals and family offices.
Similar financial services company
Kredere Wealth Partner Limited is a financial services and wealth management company registered in Mumbai, India, with international office presence in Dubai, UAE. The firm provides specialized financial advisory, corporate consultancy, and wealth partnership services.
Similar financial services company
Operating primarily within India, 360 One Wam Limited specializes in comprehensive wealth and asset management services. The firm conducts its business through two distinct divisions: Wealth Management and Asset Management. Its wealth management arm delivers a wide array of services, encompassing financial product distribution, expert advisory, equity and debt brokerage, estate planning, financial product oversight, various lending options, and diverse investment solutions. Additionally, its asset management segment provides solutions such as mutual funds, alternative investment vehicles, customized portfolio management, and related support services. The company serves a distinguished clientele, including high-net-worth and ultra-high-net-worth individuals, family offices, and institutional investors. Established in 2008 and headquartered in Mumbai, India, the company officially rebranded to 360 One Wam Limited in January 2023, having previously been known as IIFL Wealth Management Limited.
Similar financial services company
Operating across India, Nuvama Wealth Management Limited specializes in wealth management, asset management, and capital markets activities. The company offers a range of services including debt advisory, clearing, and both portfolio and investment advisory. Furthermore, it engages in institutional and retail securities brokerage, distributes various financial products, provides lending services against securities, and manages investments for alternative investment funds. The firm, which was incorporated in 1993 and is based in Mumbai, India, was previously known as Edelweiss Securities Limited before officially adopting the name Nuvama Wealth Management Limited in August 2022.
Similar financial services company
WhiteOak Capital Asset Management provides investment management and advisory services focused on Indian equities. The company offers portfolio management services (PMS), alternative investment funds (AIF), and offshore fund vehicles to individual and institutional investors globally.
Similar financial services company
Sanctum Wealth Private Limited is an investment management firm offering international wealth management solutions and advisory services for high-net-worth individuals. Headquartered in Mumbai, India, the company handles financial grievances and private client portfolios from its registered office at One International Center.
Similar financial services company
Three Words Capital is a wealth management and family office advisory firm that provides investment strategy, portfolio construction, asset allocation, and succession planning services. It serves high-net-worth families, entrepreneurs, and institutions in India across public markets, private equity, and real assets.
Similar financial services company
Nafa Capital operates as an integrated financial services and asset management platform providing investment opportunities in Indian markets, including public markets, private equity, debt capital markets, and wealth management services. The company serves retail and institutional investors through products spanning listed equities, pre-IPO investments, and private equity for small and medium-sized businesses.
Similar financial services company
ValueQuest Investment Advisors Private Limited is an investment manager and sponsor headquartered in Mumbai, India, providing investment advisory, management, and fund services.
Similar financial services company
NJ India Invest Private Limited is a large mutual fund distributor and financial services platform that provides investment solutions and wealth management tools to investors in India.
Similar financial services company
NAV Capital is a Dubai-based, DFSA-regulated wealth management advisory firm that provides personalized financial planning, investment management, retirement planning, and estate planning services. The company serves professional clients, including asset managers, insurance companies, and company treasurers, helping them protect and grow their wealth through tailored investment solutions.
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