What Neo Portfolio does

Neo Portf\u00f6y Y\u00f6netimi A.\u015e. is a privately held Turkish portfolio management company founded in 2018 (per company history) and headquartered in Istanbul, with a newly approved contact office in Antalya. The firm manages 138.1 billion TL in assets under management across 105 funds organized into three core categories: securities investment funds (44 funds, 53.1 billion TL AUM) covering equities, bonds, currencies, precious metals, money market instruments, and algorithmic strategies; real estate investment funds (26 funds, 14.9 billion TL AUM); and venture capital investment funds (35 funds, 27 billion TL AUM) targeting sectors such as technology, healthcare, and clean technology. Notable sub-products include the NBH Algorithmic Strategies Free Fund, which uses deep learning and artificial neural network methodologies to generate buy/sell signals reviewed by portfolio managers; the NAU Gold Fund; the NSA Participation Money Market Fund; and a Private Portfolio Management service for qualified individual and institutional investors.

The firm operates a sales-led, relationship-driven go-to-market targeting qualified individual investors (nitelikli bireysel yat\u0131r\u0131mc\u0131lar) and institutional/corporate clients in Turkey. Revenue is generated through recurring management fees on AUM, with disclosed annual management fees ranging from 0.15% to 3.50% depending on fund type, plus discretionary portfolio management fees for bespoke mandates. Distribution is direct-to-client, supported by weekly and monthly Neo B\u00fclten content bulletins, executive media appearances in BloombergHT, D\u00fcnya, Milliyet, and Fortune Turkey, and corporate channels including LinkedIn, Twitter/X, and the neoportfoy.com.tr corporate website.

The founding team comprises senior alumni of \u0130stanbul Borsas\u0131, Takasbank, SPK, Bankers Trust Istanbul, Ernst & Young Turkey, Rhea Giri\u015fim Sermayesi, and prior portfolio management firms including Bosphorus Capital and Osmanl\u0131 Menkul. Operational infrastructure relies on partner custodian banks Denizbank (for conventional funds including the gold fund) and T. Emlak Kat\u0131l\u0131m Bankas\u0131 (for participation-finance compliant funds). Recent strategic moves include the November 2025 Antalya office opening, the January 2026 headquarters relocation within Istanbul, the addition of a Board Member for Internal Control in 2026, and active venture capital deployment into portfolio companies such as Lucida AI and Shark Gitars during 2024.

Name

Neo Portfolio

Legal name

Neo Portföy Yönetimi A.Ş.

Website

https://neoportfoy.com.tr

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Neo Portf\u00f6y Y\u00f6netimi A.\u015e. is a privately held Turkish portfolio management firm managing 138.1 billion TL across 105 securities, real estate, and venture capital funds, plus discretionary mandates for qualified individual and institutional investors. It earns recurring AUM-based management fees and distributes directly via relationship-driven sales and proprietary content bulletins.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

akta.pro secondary industries

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Portfolio management services
• Investment fund management
• Asset management
• Venture capital funds
• Securities investment funds

Headquarters

HQ city

Sisli

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fund Management Fees: Neo Portföy generates revenue through management fees charged on the funds it manages. The company manages 138.1 billion TL in assets across 105 funds including securities investment funds, real estate investment funds, and venture capital investment funds. Management fees vary by fund type, ranging from 0.15% to 3.50% annual management fees.
2. Discretionary Portfolio Management Fees: The company provides personalized portfolio management services for qualified individual and institutional investors, charging fees based on assets under management. Portfolios are tailored to individual investor profiles, risk-return expectations, and investment horizons.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Neo Portfolio (Neo Portföy Yönetimi A.Ş.) is a Turkish asset management company managing 105 investment funds with 138.1 billion TL in assets under management across three categories: securities investment funds (44 funds, 53.1B TL), real estate investment funds (26 funds, 14.9B TL), and venture capital investment funds (35 funds, 27B TL). The company also offers discretionary private portfolio management for qualified individual and institutional investors, with specialized strategies including AI-based algorithmic trading.

Product overview

Neo Portfolio operates as an investment management company managing a comprehensive platform of 105 investment funds with 138.1 billion TL in assets under management. The core offering consists of three main fund categories: (1) Securities Investment Funds (44 funds, 53.1 billion TL) covering stocks, bonds, currencies, precious metals, and money market instruments; (2) Real Estate Investment Funds (26 funds, 14.9 billion TL) focused on strategic real estate investments; and (3) Venture Capital Investment Funds (35 funds, 27 billion TL) targeting innovative startups across sectors including technology, healthcare, and clean technology. The product suite includes specialized sub-products such as the AI-driven Algorithmic Strategies Fund (NBH), gold funds (NAU), foreign currency free-range funds (NBZ, NVZ, NRM), money market funds (NRG, NVB, NZT, NSA), and equity-focused funds (NHY). An add-on Private Portfolio Management service provides customized solutions for qualified investors. The Neo Bulletin provides weekly fund performance reporting and sector analysis.

Differentiator

Problem solved

Functional benefit

Products and services

• Neo Portföy Securities Investment Funds (Menkul Kıymet Yatırım Fonları) Securities investment funds investing in stocks, bonds, currencies, precious metals, and various financial instruments, offering investors diversified risk management across asset classes. Includes fund basket funds, variable funds, money market funds, free funds, and equity funds. 44 funds with 53.1 billion TL AUM.
• Neo Portföy Venture Capital Investment Funds (Girişim Sermayesi Yatırım Fonları) Venture capital investment funds targeting innovative business models and startups, aiming to create long-term value for investors with various risk and return profiles. Includes sector-specific funds such as technology, healthcare, clean technology, and others. 35 funds with 27 billion TL AUM.
• Neo Portföy Real Estate Investment Funds (Gayrimenkul Yatırım Fonları) Real estate investment funds focusing on high-return potential real estate investments, utilizing strategic real estate investment approaches with comprehensive market dynamic analysis to identify advantageous and qualified projects. 26 funds with 14.9 billion TL AUM.
• Neo Portföy Private Portfolio Management (Özel Portföy Yönetimi) Customized portfolio management service for qualified individual and corporate investors, considering investment maturities and risk-return expectations, with continuous performance monitoring by portfolio managers.
• NAU - Neo Portföy Altın Fonu (Gold Fund) Gold fund enabling investment in gold without physical storage risk, offering better returns than gram gold with no minimum limit for buying and selling.
• NBZ - Neo Portföy Birinci Serbest (Döviz) Fon Free-range fund investing in Turkish and foreign government and private sector debt instruments in foreign currency, targeting absolute return in USD.
• NVZ - Neo Portföy Orsa Serbest (Döviz) Fon Euro-denominated free-range fund investing in foreign currency debt instruments and securities, targeting absolute return in EUR.
• NRG - Neo Portföy Birinci Para Piyasası Fonu Money market fund with daily return opportunity targeting stable returns above deposits, with portfolio weighted average maturity of maximum 45 days.
• NVB - Neo Portföy İkinci Para Piyasası (TL) Fonu Turkish Lira money market fund investing in short-term, high-liquidity money and capital market instruments with maximum 45-day weighted average maturity.
• NZT - Neo Portföy Para Piyasası Serbest Fon Free-range money market fund targeting absolute return in TL with flexible asset allocation across different market conditions.
• NSA - Neo Portföy Para Piyasası Katılım Serbest Fon Participation-based free-range money market fund operating under Islamic finance principles with T+0 trading capability.
• NHP - Neo Portföy Birinci Fon Sepeti Fonu Fund basket fund investing minimum 80% in domestic and foreign investment fund and exchange-traded fund participation shares.
• NBH - Neo Portföy Algoritmik Stratejiler Serbest Fon Algorithmic strategies free-range fund using AI-based algorithms with deep learning/neural network methodologies to generate investment decisions, with domestic equities as the main investment focus.
• OSF - Neo Portföy Balkan Serbest Fon Balkan-focused free-range fund targeting absolute return in TL through investment in domestic and foreign government and private sector debt instruments.
• NRC - Neo Portföy Birinci Değişken Fon Variable fund targeting high returns in TL over medium to long term, utilizing opportunities across all markets including BIST equity markets.
• NZH - Neo Portföy İkinci Değişken Fon Variable fund targeting high TL returns over medium to long term by exploiting opportunities across all markets.
• NSK - Neo Portföy Birinci Serbest Fon Free-range fund targeting absolute TL return through investment in domestic and foreign government and private sector debt instruments with arbitrage opportunities.
• NRM - Neo Portföy İkinci Serbest (Döviz) Fon Foreign currency free-range fund targeting absolute return in foreign currency through investment in currency-denominated money and capital market instruments.
• NVT - Neo Portföy Üçüncü Serbest (TL) Fonu TL-denominated free-range fund investing in Turkish government and private sector debt instruments with arbitrage opportunities, targeting absolute TL return.
• NVC - Neo Portföy Vento Serbest Fon Free-range fund targeting absolute TL return using advanced statistical and mathematical models with algorithms, capable of long and short positions in domestic and foreign equity markets.
• NTF - Neo Portföy Tek Serbest (TL) Fonu Free-range TL fund investing in Borsa Istanbul traded equities expected to create medium/long-term value, targeting absolute TL return.
• NP1 - Neo Portföy Yasemin Serbest Fon Free-range fund primarily investing in Turkish and foreign equities targeting high returns over medium to long term with derivative instrument support.
• NHY - Neo Portföy Birinci Hisse Senedi (TL) Fonu Equity-focused fund investing minimum 80% of total value in domestic equities and equity ETFs tracking indexes on BIST.

Quantifiable outcome

• 53.1 billion TL AUM in securities funds (44 funds)
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Denizbank A.Ş.coreOthersDenizbank A.Ş. serves as the custodian bank (Saklama/Fon Hizmeti) for the Neo Portföy Altın Fonu (NAU), providing fund custody and administration services.
• T. Emlak Katılım Bankası AŞcoreOthersT. Emlak Katılım Bankası AŞ serves as the custodian bank (Saklama/Fon Hizmeti) for the Neo Portföy Para Piyasası Katılım Serbest Fon (NSA), providing fund custody and administration services in compliance with participation finance principles.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• QNB Portföy Yönetimi: QNB Finansbank-affiliated asset manager offering diversified Turkish investment funds; bank-affiliated competitor with similar distribution and qualified-investor focus.
• İş Portföy Yönetimi: Largest Turkish asset manager and Türkiye İş Bankası subsidiary; operates a multi-asset fund platform directly comparable to Neo's 105-fund lineup across securities, real estate, and venture capital.
• Garanti Portföy Yönetimi: Garanti BBVA affiliate and one of Turkey's largest asset managers; offers comparable securities, real estate, and VC funds and competes directly with Neo for institutional and qualified investor mandates.
• Ak Portföy Yönetimi: Akbank subsidiary managing multi-asset Turkish investment funds; direct competitor with similar product breadth spanning equity, money market, and structured strategies.
• Yapı Kredi Portföy Yönetimi: Yapı Kredi Bank-affiliated asset manager offering comparable securities, real estate, and venture capital funds; competes directly with Neo in the Turkish qualified-investor segment.
• Azimut Portföy Yönetimi: Turkish arm of Italy-based Azimut Group; acquired Bosphorus Capital (Neo founders' prior firm) — direct competitor with historical leadership overlap.
• Osmanlı Portföy Yönetimi: Independent Turkish asset manager where Neo co-founder Dilaver Ergin previously worked; direct competitor in securities and hedge-fund-style 'serbest fon' strategies.
• Halk Portföy Yönetimi: Subsidiary of Halkbank; major Turkish bank-affiliated asset manager with similar fund structures and qualified-investor focus competing across Neo's product set.

Broad incumbents

• HSBC Portföy Yönetimi: Global bank's Turkish asset management arm; competes in Turkish securities and money market funds with a broader international product platform and global distribution reach.

Emerging players

• Rhea Girişim Sermayesi: Turkish venture capital firm where Neo co-founder Emre Göltepe worked previously; partial overlap with Neo's VC fund business and shared talent pipeline into Turkish startup investing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/neo_portfoy
• LinkedInlinkedin.com/company/neo-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Neo Portfolio