NEI Investments

Financial Services • Toronto, Ontario, Canada • 51-100 Employees

Company overview

Headquarters	151 Yonge Street, 12th Floor, Toronto, Ontario M5C 2W7, CA
Phone number	+18888093333
Website	neiinvestments.com
NAICS	52
SIC	621
Keywords	Wealth Management, Mutual Funds, Investment Management, Responsible Investing
Employees	51-100
Socials

Key Contacts at NEI Investments

Tasos Dimitriou

Director, Institutional Sales

Tanuja Patel

Director, National Sales Initiatives

Raphael Tavares

Director, Dealer And Strategic Relations

Jelena Vlatkovic

Director, Investment Management Services

Adam Ludwick

Director, Asset Allocation

NEI Investments Email Formats

NEI Investments uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@neiinvestments.com), used 54% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@neiinvestments.com	54%
{first name}{last name}	johndoe@neiinvestments.com	40%
{last name}{last name}	doedoe@neiinvestments.com	6%

About NEI Investments

NEI Investments is a Canadian asset manager committed to helping investors achieve their financial goals by forging new paths to performance, powered by foresight and supported by action. For almost 40 years, we’ve been delivering innovative investment solutions that capitalize on unseen investment opportunities to help power growth and reduce risk. Our unique approach incorporates a broader set of inputs and considerations to inform intelligent investment decisions for long-term results. We’ve built an extensive global network of sub-advisors, each with distinct areas of specialization across asset classes, geographies and themes, giving us greater access to expertise and innovative strategies. Our Responsible Investing team provides additional value for investors by influencing positive change and driving sustainable growth. NEI Investments is a subsidiary of Aviso Wealth Inc. ("Aviso"). Aviso is a Canadian financial services company owned collectively by the credit union Centrals, Co-operators/CUMIS, and Desjardins. Aviso serves the wealth management needs of virtually all of Canada’s credit unions, as well as a range of independent financial institutions. Important disclosures: https://bit.ly/3SSbczc

NEI Investments revenue & valuation

Annual revenue	$25,000,000
Revenue per employee	$329,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$80,000,000
Total funding	No funding