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Neev

Full company profile

uuid000f5p3

Namestring
Neev
Websiteurl
neev.finance
Company typeenum
Private
Founded yearstring
-
Descriptiontext

Neev is a financial investment application headquartered in Seattle, United States. The company operates a consumer-facing platform that provides retail investors with investment options, strategies, and guidance across three primary asset classes: stocks, mutual funds, and ETFs. The product positions itself as a guided-investing experience for individual investors rather than a fully self-directed brokerage, although the source material does not detail the depth of automation, advisory mechanics, or personalization underlying that guidance.

The product surface is delivered through a web presence at neev.finance. Beyond this URL, the source data does not disclose the underlying technology stack, proprietary features, app store distribution, API integrations, or any AI/ML components powering the guidance offering. No certifications, compliance registrations (e.g., SEC RIA status, broker-dealer relationships), or third-party integrations are referenced, leaving the regulatory perimeter and technical architecture unspecified.

Neev is structured as a for-profit private company with a small team of 1-10 employees. Co-founder Nirav Kamdar is the sole identified member of the leadership team in the source data. The revenue model, pricing structure, funding history, customer acquisition channels, paying-customer count, and geographic scope are not disclosed in the available inputs. This absence of disclosure — combined with the lean headcount — is consistent with an early-stage or pre-monetization posture, and limits any deeper inference about unit economics or commercial traction.

Short descriptiontext

Neev is a Seattle-based financial investment app offering investment options, strategies, and guidance to retail investors trading stocks, mutual funds, and ETFs. The for-profit private firm operates with a small 1-10 person team.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersSan Francisco, United States
HQ citystring
San Francisco
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment advisory app, stock trading platform, mutual fund investing, portfolio management tools, retail investment guidance
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Personal Investment App
No data
Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
GTM typeB2C
B2C
Offering typeSoftware
Software
Core offering1 text field

Neev is a financial investment app that provides retail investors with investment options, strategies, and guidance for stocks, mutual funds, and exchange-traded funds (EFTs). The platform is designed to help individual users build and manage diversified investment portfolios through guided decision-making tools.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Neev Investment App
CategoryPersonal Investment / Wealth Management
Description

A financial investment application providing individual investors with options, strategies, and guidance for investing in stocks, mutual funds, and exchange-traded funds (EFTs). Designed for retail consumers seeking a guided, app-based investing experience.

Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Peers8 records
TypeDirect peer
Description

Micro-investing app targeting beginning investors with automated portfolio construction across ETFs, with overlapping B2C investment guidance positioning for retail users.

TypeDirect peer
Description

Investment app offering guidance on individual stocks, ETFs, and mutual funds aimed at novice retail investors—a closely comparable product focus to Neev's.

TypeDirect peer
Description

Investment platform combining automated portfolio management with trading across stocks, mutual funds, and ETFs; highly comparable in asset class coverage and target user.

TypeDirect peer
Description

Commission-free retail investment app offering stocks, ETFs, and options trading—a direct comparison as a B2C investing platform serving similar retail users and competing for the same investor mindshare.

TypeDirect peer
Description

Robo-advisor offering automated portfolio guidance across diversified ETFs with retirement and goal-based planning—a direct competitor in the investment guidance category.

TypeDirect peer
Description

Automated investment service providing diversified portfolio management primarily through ETFs, closely mirroring Neev's stated offering of stock, mutual fund, and ETF guidance.

TypeBroad incumbent
Description

Investments offering from SoFi providing stocks, ETFs, and managed portfolios as part of a broader financial services platform—an incumbent with overlapping functionality though embedded in a wider suite.

TypeBroad incumbent
Description

Established brokerage offering retail investment services across stocks, mutual funds, and ETFs with extensive research and advisory tools; broad incumbent providing the institutional-grade alternative to a small fintech app.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Competitive moat1 record

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights3 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Neev

Personal Investment Appneev.finance

Neev is a Seattle-based financial investment app offering investment options, strategies, and guidance to retail investors trading stocks, mutual funds, and ETFs. The for-profit private firm operates with a small 1-10 person team.

What Neev does

Neev is a financial investment application headquartered in Seattle, United States. The company operates a consumer-facing platform that provides retail investors with investment options, strategies, and guidance across three primary asset classes: stocks, mutual funds, and ETFs. The product positions itself as a guided-investing experience for individual investors rather than a fully self-directed brokerage, although the source material does not detail the depth of automation, advisory mechanics, or personalization underlying that guidance.

The product surface is delivered through a web presence at neev.finance. Beyond this URL, the source data does not disclose the underlying technology stack, proprietary features, app store distribution, API integrations, or any AI/ML components powering the guidance offering. No certifications, compliance registrations (e.g., SEC RIA status, broker-dealer relationships), or third-party integrations are referenced, leaving the regulatory perimeter and technical architecture unspecified.

Neev is structured as a for-profit private company with a small team of 1-10 employees. Co-founder Nirav Kamdar is the sole identified member of the leadership team in the source data. The revenue model, pricing structure, funding history, customer acquisition channels, paying-customer count, and geographic scope are not disclosed in the available inputs. This absence of disclosure — combined with the lean headcount — is consistent with an early-stage or pre-monetization posture, and limits any deeper inference about unit economics or commercial traction.

Neev firmographics

Firmographics
Name
Neev
Website
https://neev.finance
Company type
Private
Operating status
Operating
Headcount range
1–10 employees
Short description
Neev is a Seattle-based financial investment app offering investment options, strategies, and guidance to retail investors trading stocks, mutual funds, and ETFs. The for-profit private firm operates with a small 1-10 person team.
Ownership category
akta.pro rank

Where Neev is headquartered

Location

Headquarters

HQ city
San Francisco
HQ country
United States
HQ region
North America

Markets served

Neev business model

Business model
GTM type
B2C
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Neev product offering

Product offering

Core offering

Neev is a financial investment app that provides retail investors with investment options, strategies, and guidance for stocks, mutual funds, and exchange-traded funds (EFTs). The platform is designed to help individual users build and manage diversified investment portfolios through guided decision-making tools.

Differentiator

Problem solved

Functional benefit

Products and services

  • Neev Investment App A financial investment application providing individual investors with options, strategies, and guidance for investing in stocks, mutual funds, and exchange-traded funds (EFTs). Designed for retail consumers seeking a guided, app-based investing experience.

Companies that use Neev

Customer profile

Ideal customer profiles1 record

Neev technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Neev partnerships and signals

Strategic signal

Recent moves2 records

Neev competitors and assessment

Company assessment

Direct peers

  • Acorns: Micro-investing app targeting beginning investors with automated portfolio construction across ETFs, with overlapping B2C investment guidance positioning for retail users.
  • Stash: Investment app offering guidance on individual stocks, ETFs, and mutual funds aimed at novice retail investors—a closely comparable product focus to Neev's.
  • M1 Finance: Investment platform combining automated portfolio management with trading across stocks, mutual funds, and ETFs; highly comparable in asset class coverage and target user.
  • Robinhood: Commission-free retail investment app offering stocks, ETFs, and options trading—a direct comparison as a B2C investing platform serving similar retail users and competing for the same investor mindshare.
  • Betterment: Robo-advisor offering automated portfolio guidance across diversified ETFs with retirement and goal-based planning—a direct competitor in the investment guidance category.
  • Wealthfront: Automated investment service providing diversified portfolio management primarily through ETFs, closely mirroring Neev's stated offering of stock, mutual fund, and ETF guidance.

Broad incumbents

  • SoFi Invest: Investments offering from SoFi providing stocks, ETFs, and managed portfolios as part of a broader financial services platform—an incumbent with overlapping functionality though embedded in a wider suite.
  • Charles Schwab: Established brokerage offering retail investment services across stocks, mutual funds, and ETFs with extensive research and advisory tools; broad incumbent providing the institutional-grade alternative to a small fintech app.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

Neev financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Neev leadership team

Management profile

Number of profiles

Profiles1 record

Neev funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Neev M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Neev

What does Neev do?

Neev is a financial investment app that provides retail investors with investment options, strategies, and guidance for stocks, mutual funds, and exchange-traded funds (EFTs). The platform is designed to help individual users build and manage diversified investment portfolios through guided decision-making tools.

Is Neev a public or private company?

Neev is a private company. It is classified as unknown and is currently operating.

When was Neev founded?

Neev was founded in -1. It employs 1 to 10 people.

Where is Neev based?

Neev is headquartered in San Francisco, United States, in the North America region.

Who are Neev's main competitors?

Direct peers on record are Acorns, Stash, M1 Finance, Robinhood, Betterment and Wealthfront. Broad incumbents are SoFi Invest and Charles Schwab.

Does Neev have an API?

No public API is recorded for Neev.

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