NEO Law Group
NEO Law Group is a San Francisco-based law firm founded in 2004 that provides specialized legal counsel to over 1,000 nonprofit and tax-exempt organizations across more than 12 verticals, including foundations, fiscal sponsors, social justice, healthcare, and education.
- Company typePrivate
- Founded2004
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What NEO Law Group does
NEO Law Group is a San Francisco-based law firm founded in 2004 that provides legal counsel exclusively to nonprofit and tax-exempt organizations. The firm operates with a small team of two principals (Gene Takagi, Erin Bradrick) and Senior Counsel Michele Berger, and over 20+ years has worked with more than 1,000 nonprofit organizations across diverse verticals including animal welfare, arts & culture, community foundations, education, environmental, fiscal sponsorship, healthcare, private foundations, religious organizations, social justice, economic development, and 501(c)(4)/501(c)(6) entities. Named clients span major institutions such as ACLU (multiple state affiliates), Cedars-Sinai Medical Center, PetSmart Charities, Burning Man Project, Conrad N. Hilton Foundation, ASU Foundation, San Francisco SPCA, Levi Strauss Foundation, and Marin Community Foundation.
The firm's practice is organized into six core service areas (Formation & Setup, Collaborations and Joint Ventures, Fiscal Sponsorship, Governance, Tax-Exemption, and Philanthropy) complemented by four specialized services (Startup Representation, Board Trainings, Legal Audits, and Fiscal Sponsorship Program Establishment). The underlying technology stack is minimal: there is no proprietary platform, software product, or technology offering — the firm delivers traditional legal counsel using standard professional services workflows. Service scope includes nonprofit formations, fiscal sponsorship agreements, governance policies, mergers and affiliations, 501(c)(3) and state tax-exempt compliance, UBIT analysis, lobbying/political activity compliance, and board training.
The business model is professional services fee-based, with engagements quoted by scope (no public pricing disclosed). Client acquisition is sales-led and relationship-based, driven by thought leadership through the Nonprofit Law Blog (one of the country's leading nonprofit law resources), publications in The Chronicle of Philanthropy and The Nonprofit Quarterly, conference speaking (Independent Sector, BoardSource, ABA), and academic teaching positions held by the principals. Geographic scope is anchored in California and the Western U.S. but clients are national. Ownership is private to the principals with no identified external investors, parent company, or institutional capital.
NEO Law Group firmographics
Firmographics- Name
- NEO Law Group
- Legal name
- NEO Law Group
- Website
- https://neolawgroup.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- NEO Law Group is a San Francisco-based law firm founded in 2004 that provides specialized legal counsel to over 1,000 nonprofit and tax-exempt organizations across more than 12 verticals, including foundations, fiscal sponsors, social justice, healthcare, and education.
- Ownership category
- akta.pro rank
NEO Law Group industry classification
Industry- Product category
- Nonprofit and Tax-Exempt Legal Services
- NAICS
- Offices of Lawyers (541110), Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Corporate & Commercial Law (BPAHAAAA)
- akta.pro secondary industries
- Regulatory & Compliance Law (BPAHAAAC), Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
Keywords
Where NEO Law Group is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NEO Law Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Legal Counsel Services: Law firm providing legal services to nonprofits, foundations, and tax-exempt organizations. Services include formation, fiscal sponsorship, governance, collaborations, affiliations, mergers, advocacy, earned income, and general nonprofit corporate and tax law compliance. Offers both comprehensive and limited scope services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
NEO Law Group product offering
Product offeringCore offering
NEO Law Group is a law firm that sells specialized legal counsel to nonprofit organizations, foundations, and tax-exempt entities. Its services span the full lifecycle of nonprofit legal needs, including formation, federal and state tax-exemption applications, governance, fiscal sponsorship, collaborations, mergers, philanthropy compliance, advocacy rules, and earned income matters. The firm delivers this counsel through a small team of principals and senior counsel based in San Francisco, supplemented by sector thought leadership such as the Nonprofit Law Blog.
Product overview
NEO Law Group is a San Francisco-based law firm providing comprehensive legal counsel exclusively to nonprofit and tax-exempt organizations. The firm offers a unified portfolio of legal services organized into six core practice areas (Formation & Setup, Collaborations and Joint Ventures, Fiscal Sponsorship, Governance, Tax-Exemption, and Philanthropy) complemented by four specialized services (Startup Representation, Board Trainings, Legal Audits, and Fiscal Sponsorship Program Establishment). The firm serves over 1,000 nonprofits across diverse sectors including animal welfare, arts & culture, education, environment, health, community foundations, private foundations, and social justice organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Formation & Setup
Companies that use NEO Law Group
Customer profileNamed customers51 records
Segments12 records
Ideal customer profiles1 record
NEO Law Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NEO Law Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves1 record
Expansion highlights4 records
NEO Law Group competitors and assessment
Company assessmentBroad incumbents
- Venable LLP: Large full-service firm with a leading nonprofit organizations practice; offers overlapping tax-exempt counsel as one segment of a diversified national practice.
- Caplin & Drysdale: Established firm with a prominent exempt organizations and philanthropy practice, but part of a broader tax and litigation portfolio rather than a nonprofit-only boutique.
Others
- NEO's Nonprofit Law Blog / RenPSG (SEI Novus adjacencies): Fiscal sponsorship and philanthropy service providers that intersect with NEO's fiscal sponsorship advisory work, serving the same nonprofit clients from a services angle.
- ChangeLawyers (California): California legal-sector nonprofit ecosystem participant focused on public-interest and social-justice legal work, thematically adjacent to NEO's mission-driven client base.
Direct peers
- Adler & Colvin: San Francisco-based law firm working exclusively with nonprofit and tax-exempt organizations and their donors, making it the closest direct competitor in both specialization and geography.
- Hurwit & Associates: A law practice dedicated to nonprofit and philanthropy law, including formation, governance, and tax-exemption—directly overlapping with NEO's core service lines.
- Perlman & Perlman: Boutique firm serving nonprofits, foundations, and social enterprises on formation, governance, and fundraising compliance, mirroring NEO's nonprofit focus.
- Copilevitz, Lam & Raney: Firm focused on nonprofit, fundraising, and charitable solicitation law, overlapping strongly with NEO's compliance and philanthropy work.
- For Purpose Law Group: California-based firm advising nonprofits, social enterprises, and foundations on formation, tax-exemption, and governance, competing in the same territory and niche.
Emerging players
- Nonprofit Legal Center: Smaller practice offering nonprofit formation and tax-exemption services, overlapping with NEO's startup representation and formation offerings.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
NEO Law Group social profiles
Digital presenceNEO Law Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
NEO Law Group leadership team
Management profileNumber of profiles
Profiles3 records
NEO Law Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NEO Law Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NEO Law Group
What does NEO Law Group do?
NEO Law Group is a law firm that sells specialized legal counsel to nonprofit organizations, foundations, and tax-exempt entities. Its services span the full lifecycle of nonprofit legal needs, including formation, federal and state tax-exemption applications, governance, fiscal sponsorship, collaborations, mergers, philanthropy compliance, advocacy rules, and earned income matters. The firm delivers this counsel through a small team of principals and senior counsel based in San Francisco, supplemented by sector thought leadership such as the Nonprofit Law Blog.
Is NEO Law Group a public or private company?
NEO Law Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was NEO Law Group founded?
NEO Law Group was founded in 2004. It employs 1 to 10 people.
Where is NEO Law Group based?
NEO Law Group is headquartered in San Francisco, United States, in the North America region.
How does NEO Law Group make money?
One revenue line is on record: legal Counsel Services.
Who are NEO Law Group's main competitors?
Broad incumbents on record are Venable LLP and Caplin & Drysdale. Others are NEO's Nonprofit Law Blog / RenPSG (SEI Novus adjacencies) and ChangeLawyers (California). Direct peers are Adler & Colvin, Hurwit & Associates, Perlman & Perlman, Copilevitz, Lam & Raney and For Purpose Law Group. Nonprofit Legal Center is listed as an emerging player.
Does NEO Law Group have an API?
No public API is recorded for NEO Law Group.
What industry is NEO Law Group in?
NEO Law Group's product category is Nonprofit and Tax-Exempt Legal Services. Its primary akta.pro industry code is BPAHAAAA, Corporate & Commercial Law, with a secondary code of BPAHAAAC, Regulatory & Compliance Law. Its NAICS code is 541110 and its SIC code is 8111.