NEEV FINANCE
Firm details
- Headquarters
- FREMONT, California
- CRD number
- 338066
- Registered since
- July 28, 2025
Firm profile
FINTRXOverview
Neev Finance is a corporation that was established as a registered investment advisor in 2025. The firm operates under an unclassified designation and is owned by an individual. While specific details regarding their client base, fee structure, and business activities are not disclosed, it is clear that Neev Finance is focused on investment management. The firm does not identify as a capital allocator or a pension consultant, nor does it engage in active ESG investing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Soumyadeep Roy
Co-FounderCRD 8139821
Nirav Kamdar
FounderCRD 8139820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FREMONT, CA
ALAMEDA
Location
FREMONT, CA
Headquartered in FREMONT, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 34730 Fairchild Cmn
- Time zone
- PT (UTC-8)
- Office locations
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