Vijay Patel, CTO at Neo Wealth and Asset Management, is a transformative force in Asia’s fintech and wealth management landscape. With over 17 years of experience in AI, cloud, analytics, and enterprise technology, he is shaping the future of wealth management to be smarter, faster, and more personalized.
At Neo Wealth, Vijay has led the development of a secure, AI-first digital ecosystem that includes innovations like Infinity (an advanced portfolio analytics platform), Neomi (an AI-powered wealth assistant), and fully digital onboarding systems. His leadership is redefining how Ultra HNI and HNI clients experience wealth advisory.
Previously, as CTO at Edelweiss Wealth, Vijay scaled AUM tenfold, pioneered India’s fastest onboarding platform, and built resilient systems that handled over 1 million concurrent users. At Chiratae Ventures, he introduced AI-driven investment intelligence, established a pan-Asia CTO network, and mentored startups on scalable technology.
Beyond corporates, Vijay is a key voice in Asia’s tech community—advocating for AI-led disruption, mentoring founders, and advising on fintech innovation. His vision is to create hyper-personalized, data-driven financial experiences powered by automation and AI. He provides strategic insight and hands-on experience in scaling high-impact technology across financial services.