VP

Vijay Patel

Chief Technology Officer

Neo Wealth and Asset Management

Bengaluru, Karnataka


Contact Information

Email
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LinkedIn

Company Information

Company
Neo Wealth and Asset Management
Industry
financial services
Employees
290.0
Seniority
C suite
Annual Revenue
2000000.0
Total Funding
87000000.0
Latest Funding
Series B

Professional Summary

Vijay Patel serves as Chief Technology Officer at Neo Wealth and Asset Management. Neo Wealth and Asset Management operates in the financial services sector with approximately 290.0 employees. The company is headquartered in Bengaluru, Karnataka. Neo Wealth and Asset Management generates annual revenue of 2000000.0. To date, Neo Wealth and Asset Management has raised 87000000.0 in total funding, with the most recent round being Series B.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 1,449 executive contacts are available in Karnataka.
  • Our database includes 201,469 c suite-level executives.

Technologies

Rackspace MailGun Sendgrid SendInBlue Outlook Amazon AWS Netlify Google Tag Manager Bootstrap Framework Google Font API Mobile Friendly AI

Keywords

wealth asset management multifamily office alternative investments risk management wealth advisory financial services financial advisory wealth management investment solutions transparency trust unbiased recommendations impact focused egalitarian prosperity private debt asset reconstruction client-centric solutions institutional investors retail customers financial products stakeholder engagement equity capital financial ecosystem financial markets smart investments digital finance financial influencers leadership client empowerment strategic business development financial planning capital markets investment management building trust economic growth client relationships financial literacy stakeholders new age financial services asset under management assets under advisory financial independence career opportunities mentorship team collaboration innovative solutions trustworthy insights customer focused transparency in services challenging financial issues transformational impact alternative credit solutions investment advisory bespoke capital solutions private credit fixed income risk-adjusted returns capital preservation institutional clients retail clients high net worth individuals ultra-high net worth individuals multi-family office sustainable growth client-focused digital financial services yield-based income solutions economic impact india investment strategies customer-centric financial empowerment long-term credit solutions deep value investing structured credit solutions pension funds insurance companies family offices competitive landscape fintech inflation-beating returns customer engagement digital tools personalized solutions financial consulting consulting management consulting mentoring finance technology information technology & services

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Outreach Guidance — financial services Sector

Financial services executives like Vijay Patel prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Vijay Patel's Position in the MessageCEO Database

  • Vijay Patel is 1 of 1 verified executive contact we track at Neo Wealth and Asset Management.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,436 verified executive contacts in Karnataka are in the database.
  • 75 verified contacts work at financial services companies in the 290.0 employee range (same size as Neo Wealth and Asset Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach Vijay Patel directly?

Vijay Patel's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Neo Wealth and Asset Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Vijay Patel work for?

Vijay Patel is Chief Technology Officer at Neo Wealth and Asset Management, a company in the financial services sector with 290.0 employees. The company is based in Bengaluru, Karnataka.

Can I pitch or sell to Vijay Patel?

As Chief Technology Officer at Neo Wealth and Asset Management, Vijay Patel is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Vijay Patel directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Vijay Patel in?

Vijay Patel works in the financial services industry as Chief Technology Officer at Neo Wealth and Asset Management. MessageCEO provides verified contact information for executives across all major industries.

Is Vijay Patel's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Vijay Patel's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 23, 2026

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