Neo Wealth and Asset Management Tech Stack

Wealth and asset management platform with portfolio analytics and risk tools

Financial Services Mumbai, Maharashtra 501–1,000 employees Founded 2021 Privately Held

Neo Group operates a fintech-driven wealth and asset management business built on Python, Flask, FastAPI, and AWS—a modern stack for a regulated financial services player. Active projects around agentic AI systems, real-time ML decision engines, and audit-ready data workflows signal engineering investment in both automation and compliance. The hiring mix leans heavily finance and engineering (11 of 20 roles), with a focus on mid to lead-level talent, suggesting scaling of core product and regulatory operations.

Tech Stack 15 technologies

Core StackFigma Adobe Creative Cloud Python Flask FastAPI AWS C++ Java NumPy Pandas SQL CleverTap MoEngage WhatsApp QuantLib

What Neo Wealth and Asset Management Is Building

◆Challenges

Ai system reliability
Data reliability
Regulatory compliance for ai systems
Monitoring portfolio performance
Adapting to regulatory changes
Compliance risk
Increasing aum
Limited traditional bank access
Model drift
False positives

▲Active Projects

Scalable batch and streaming data pipelines
Portfolio monitoring & risk management
Audit-ready data workflows
Deal pursuit and structuring
New deal opportunity analysis
Improving user journeys and simplifying workflows
Agentic ai systems for conversational interfaces
Ai execution workflows
Secure data platform
Real-time ml decision engines

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Engineering

Marketing

Data

Design

Product

Sales

Seniority

Mid

Lead

Senior

Intern

Junior

Manager

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About Neo Wealth and Asset Management

Neo Group is a Mumbai-based wealth, asset, and risk management platform launched in 2021 by Nitin Jain, former CEO of PAG - Edelweiss Wealth Management Services. The business serves both institutional and retail clients across India through three main operating units: asset management, multifamily office services, and retail wealth advisory. The company operates 501–1,000 employees and combines traditional wealth management expertise with technology infrastructure for portfolio monitoring, risk analytics, and regulatory compliance. The platform is built to handle alternative investments and structured deals alongside conventional advisory services.

HeadquartersMumbai, Maharashtra

Company Size501–1,000 employees

Founded2021

Hiring MarketsIndia

Frequently Asked Questions

What tech stack does Neo Group use?

Python, Flask, FastAPI, SQL, AWS form the core backend. Analytics stack includes NumPy, Pandas, and QuantLib. Frontend and design tools: Figma, Adobe Creative Cloud. Customer engagement: CleverTap, MoEngage, WhatsApp.

What is Neo Group working on?

Active projects include scalable data pipelines, portfolio monitoring and risk management, audit-ready data workflows, agentic AI systems for conversational interfaces, real-time ML decision engines, and deal pursuit automation.