Neoxam
Neoxam is a Paris-based enterprise software company serving global financial institutions with integrated platforms for data management, investment accounting, portfolio management, regulatory reporting, and reconciliation, supporting 150+ customers across asset management, banking, insurance, and asset servicing.
- Company typePrivate
- Founded2014
- HeadquartersParis, France
- Headcount501–1,000
- GTM typeB2B
- OfferingSoftware
What Neoxam does
Neoxam is a Paris-based enterprise software company that designs and sells integrated financial software to global financial institutions. Founded in 2014 and operating as a portfolio company of European private equity firm Eurazeo, the company serves more than 150 customers across asset management, asset servicing, banking, insurance, and pension fund segments. Its target buyers are enterprise financial institutions requiring front-to-back-office software that spans data management, investment accounting, portfolio management, regulatory reporting, and reconciliation. Marquee customers include BNP Paribas, State Street, UBS, OCBC Bank, Blackstone, Amundi, Helvetia, CITIC Securities, Mizuho, CACEIS, National Bank of Canada, Singapore Exchange, CNP Assurances, and DekaBank, among others.
The platform is modular and organized around five core products: NeoXam DataHub (enterprise data management and single source of truth), NeoXam GP4 (investment accounting and fund administration), NeoXam PMS (portfolio and order management), NeoXam Impress (client, digital, and regulatory reporting), and NeoXam Aro (data reconciliation). These are complemented by specialized modules including Compliance (pre/post-trade compliance and ratio checks), MRDM (market and risk data management), IBOR (Investment Book of Record), Structure (AI-powered intelligent document processing), and NeoXam Agents (agentic AI for middle- and back-office operations). The platform supports over 400 industry connectors and is offered via SaaS, private cloud, or on-premises deployment. AI/ML capabilities include anomaly detection and exception classification in reconciliation, generative AI-powered document processing using Claude Sonnet 4.5, and an agentic AI framework that delivers measurable efficiency gains such as up to 75% reduction in manual reconciliation work.
Neoxam generates revenue primarily through software licenses and subscriptions, supplemented by professional services for implementation and integration, and a managed services line anchored by Recon-as-a-Service (RaaS). The company operates an enterprise field sales motion targeting financial institutions globally, supported by regional offices in Paris (headquarters), London, New York, Sydney, Melbourne, and Chennai, and a network of strategic partners (Bloomberg AIM, BNP Paribas Securities Services, Elenjical Solutions, SIX). The company has been recognized through industry awards including WatersTechnology 2024, WealthBriefing Asia Awards 2023, A-Team Innovation Awards 2023, AsiaRisk Awards 2023, A-Team Insight Data Management Awards 2021, and RegTech Insight Awards 2020 and 2021 Europe.
Neoxam firmographics
Firmographics- Name
- Neoxam
- Legal name
- NeoXam
- Website
- https://neoxam.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Neoxam is a Paris-based enterprise software company serving global financial institutions with integrated platforms for data management, investment accounting, portfolio management, regulatory reporting, and reconciliation, supporting 150+ customers across asset management, banking, insurance, and asset servicing.
- Ownership category
- akta.pro rank
Neoxam industry classification
Industry- Product category
- Asset Management Software
- NAICS
- Software Publishers (513210), Computer Systems Design Services (541512), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)
- akta.pro secondary industry
- Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes) (FSAGALAK)
Keywords
Where Neoxam is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices6 records
Markets served
Neoxam business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Licenses and Subscriptions: NeoXam generates revenue primarily through software licenses and subscriptions for its suite of financial solutions including DataHub, GP, PMS, Impress, and Aro. Software is delivered via SaaS, private cloud, or on-premises deployment models.
- Managed Services: NeoXam offers Recon as a Service (RaaS) combining hosted SaaS platform with expert managed services for end-to-end reconciliation solutions.
- Professional Services: Consultancy services for implementation, integration, and support of NeoXam software solutions.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Neoxam product offering
Product offeringCore offering
NeoXam designs, develops, and sells an integrated suite of enterprise software solutions for the financial industry, covering the full investment management value chain from data management, investment accounting, and portfolio management to regulatory reporting and reconciliation. The platform is delivered as SaaS, private cloud, or on-premises deployments to more than 150 financial institutions globally, and is supplemented by professional consultancy and managed services including Recon-as-a-Service.
Product overview
NeoXam is a global financial software company offering a modular platform architecture with five core products: DataHub (enterprise data management), GP4 (investment accounting), PMS (portfolio management), Impress (investment reporting), and Aro (data reconciliation). These are supplemented by specialized modules including Compliance, MRDM (Market & Risk Data Management), IBOR (Investment Book of Record), and the AI-powered NeoXam Agents platform and Structure document processing solution. The platform is available as SaaS, on private cloud, or on-premises deployment. NeoXam serves over 150 customers across asset management, asset servicing, and banking sectors globally.
Differentiator
Problem solved
Functional benefit
Brands
- NeoXam DataHub: For Data Management - The single source of truth for all data domains, delivering automation, exception-based management, strong data governance, and a quality-controlled environment.
- NeoXam GP
- NeoXam PMS
- NeoXam Impress
- NeoXam Aro
- NeoXam Compliance
- NeoXam MRDM
- NeoXam Agents
- Structure
Products and services
- NeoXam DataHub Enterprise data management platform serving as a single source of truth for all data domains. Provides automation, exception-based management, strong data governance, and a quality-controlled environment for financial institutions including asset managers, asset servicers, banks, and insurance companies.
- NeoXam GP4 Complete fund administration and investment accounting solution for asset owners and servicers. Delivers best practices and regulatory requirements with multi-standard accounting support including French GAAP, IFRS 9, and Insurance standards.
- NeoXam PMS Portfolio Management System offering a full range of solutions for Front and Middle-Office operations. Manages order processing, NAV control, compliance, risk analysis, and reporting for buy-side institutions.
- NeoXam Impress End-to-end investment reporting solution covering Client, Digital, and Regulatory reporting. Includes data integration, performance calculations, production workflows, and data visualization for asset managers and servicers.
- NeoXam Aro Intelligent, low-code reconciliation and data lifecycle platform that transforms fragmented manual processes into a unified, AI-powered solution. Features anomaly detection, automated exception classification, and self-service capabilities for financial institutions.
- NeoXam Agents Agentic AI platform enabling investment firms to deploy, manage, and govern AI agents across middle- and back-office operations. The platform integrates directly with NeoXam's existing software products.
- NeoXam Structure AI-powered Intelligent Document Processing platform that turns unstructured financial documents into trusted data. Achieves 95%+ accuracy on PE transactions, broker confirmations, and reference data extraction using optimized AI prompting workflows.
- NeoXam MRDM Real-time data management solution for efficiently managing all market and risk data from a centralized enterprise repository. Creates quality-controlled golden copies of market data to feed front-office and risk management systems.
- NeoXam Compliance Pre and post-trade compliance and ratio check solution for the buy-side industry. Provides a rule engine for regulatory and statutory compliance rules with ready-to-use regulatory rule sets including UCITS and AIF frameworks.
- NeoXam IBOR Investment Book of Record providing real-time position keeping and operational efficiency. Delivers a unified system integrating with diverse platforms and providing fund managers with real-time positions and cash data.
- Recon-as-a-Service (RaaS) Managed services offering combining NeoXam's hosted SaaS platform with expert managed services for end-to-end reconciliation solutions. Includes operational backbone delivered from the Chennai hub.
- Consultancy Services Consultancy services for implementation, integration, and support of NeoXam software solutions. Supports enterprise customers through deployment and ongoing usage of the platform.
Quantifiable outcome
- Up to 75% reduction in manual reconciliation work
- +6 more outcomes
Companies that use Neoxam
Customer profileNamed customers23 records
Segments5 records
Ideal customer profiles5 records
Neoxam technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature9 records
Neoxam partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered flagship, minor and core.
- CNP AssurancesflagshipPartnership renewed through 2032 with CNP Assurances, France's second-largest life insurer and fifth-largest in Europe. NeoXam DataHub serves as the group's central repository for securities and ESG data management since 2020.
- Etablissements Peugeot FrèresminorPeugeot Frères selected NeoXam Density for family office portfolio management operations, expanding NeoXam's footprint in the family office segment.
- 1741 Fund ManagementcoreExtended strategic relationship with 1741 Fund Management for GP4 investment accounting solution in Zurich, Switzerland.
- Elenjical SolutionscorePartnership to accelerate buy-side and treasury technology adoption in South Africa and the UK. Elenjical Solutions serves as a channel partner for NeoXam solutions in these regions.
- BNP Paribas Securities ServicescoreBNP Paribas Securities Services utilizes NeoXam technology in its Data PRISM360 solution for post-trade data management. The partnership enhances services for clients including UniSuper, with BNP Paribas having USD 15.4 trillion in assets under custody.
- EZOPScoreNeoXam acquired EZOPS, a provider of AI-enabled Data Control and Reconciliation solutions. The acquisition strengthens NeoXam's financial technology offerings and expands international footprint in US, Ireland, and India. EZOPS technology integrated with NeoXam's suite.
- Bloomberg AIMflagshipPartnership for front-to-back office integration, enabling seamless data flow between Bloomberg AIM and NeoXam solutions for financial institutions.
- FORRSminorIndependent consulting boutique that headed the RFP process for Münchener Hypothekenbank's implementation of NeoXam DataHub.
Scale indicators8 records
Recent moves8 records
Expansion highlights6 records
Neoxam competitors and assessment
Company assessmentDirect peers
- SimCorp: Direct competitor in investment management software (IBOR, portfolio management, data management) serving asset managers, asset servicers, and institutional investors globally. Closest like-for-like buy-side platform peer.
- SS&C Advent: Portfolio management, accounting, and reconciliation software for asset managers and hedge funds via Advent Portfolio Exchange (APX) and Geneva. Directly overlaps NeoXam GP4, PMS, and Impress functionality.
- GoldenSource: Enterprise data management and master data platform purpose-built for securities and investment data. Directly comparable to NeoXam DataHub and MRDM offerings.
- Confluence: Investment data management, performance, and regulatory reporting solutions for asset managers and service providers. Direct competitor in the same buy-side reporting and data workflow space.
- Gresham (formerly Alveo): Data management and reconciliation solutions for financial services with focus on buy-side and capital markets. Directly overlaps NeoXam's data control and reconciliation (Aro/EZOPS) capabilities, and is Mark Johnson's prior employer.
Emerging players
- Clearwater Analytics: Cloud-native investment accounting and reporting platform rapidly gaining share with buy-side firms. Overlaps with NeoXam GP4 and Impress and represents a credible cloud-native threat.
- Cadis: Cloud-native data management platform purpose-built for fund administrators, asset managers, and fintechs. Emerging competitor in the data management space adjacent to NeoXam DataHub.
Broad incumbents
- Murex: Larger, established capital markets platform serving banks and asset managers with trading, risk, and post-trade solutions. Overlaps NeoXam's PMS, compliance, and reporting capabilities from the sell-side.
- Finastra: Broad financial software incumbent covering capital markets, banking, and investment management with Fusion platform. Larger scale but broader, less specialist offering than NeoXam.
- FIS (Fidelity National Information Services): Large incumbent financial technology vendor serving asset managers, asset servicers, and banks with data management, investment accounting, and reporting solutions. Includes legacy Advent and other buy-side platforms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Neoxam social profiles
Digital presenceNeoxam financial estimates
Financial estimateRevenue estimate
Valuation estimate
Neoxam leadership team
Management profileNumber of profiles
Profiles9 records
Neoxam subsidiaries and ownership
Company hierarchySubsidiaries1 record
Neoxam funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Neoxam M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Neoxam
What does Neoxam do?
NeoXam designs, develops, and sells an integrated suite of enterprise software solutions for the financial industry, covering the full investment management value chain from data management, investment accounting, and portfolio management to regulatory reporting and reconciliation. The platform is delivered as SaaS, private cloud, or on-premises deployments to more than 150 financial institutions globally, and is supplemented by professional consultancy and managed services including Recon-as-a-Service.
Is Neoxam a public or private company?
Neoxam is a private company. It is classified as private equity controlled and is currently operating.
When was Neoxam founded?
Neoxam was founded in 2014. It employs 501 to 1,000 people.
Where is Neoxam based?
Neoxam is headquartered in Paris, France, in the Europe region.
How does Neoxam make money?
Three revenue lines are on record. Software Licenses and Subscriptions are the primary driver. The others are managed Services and professional Services.
Who are Neoxam's main competitors?
Direct peers on record are SimCorp, SS&C Advent, GoldenSource, Confluence and Gresham (formerly Alveo). Emerging players are Clearwater Analytics and Cadis. Broad incumbents are Murex, Finastra and FIS (Fidelity National Information Services).
Does Neoxam have an API?
No public API is recorded for Neoxam.
What industry is Neoxam in?
Neoxam's product category is Asset Management Software. Its primary akta.pro industry code is HDAEAEAK, Enterprise Performance Management (EPM) & FP&A Platforms, with a secondary code of FSAGALAK, Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes). Its NAICS code is 513210 and its SIC code is 7372.