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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
WhitTier Trust Company
WhitTier Trust Company
Nevada
$53K -$30.1K 1 0.01% Reduced
277
Wolverine Asset Management
Wolverine Asset Management
Illinois
$50K +$44.3K 1 0% New
278
Credit Agricole
Credit Agricole
France
$37K +$32.8K 1 0% New
279
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$28K +$25.9K 1 0% New
280
FANJ
Financial Architects (New Jersey)
New Jersey
$24K +$22.4K 1 0.02% New
281
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15K +$2K 3 0% Increased
282
HF
Hoxton Financial
West Virginia
$14K +$4.21K 1 0.01% Increased
283
SNT
Security National Trust
West Virginia
$12K $0 1 0.01% Maintained
284
First Horizon Advisors
First Horizon Advisors
Tennessee
$10K -$393 1 0% Reduced
285
Glenmede Trust
Glenmede Trust
Pennsylvania
$10K -$525K 1 0% Reduced
286
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$8K $0 1 0.01% Maintained
287
Federated Hermes
Federated Hermes
Pennsylvania
$8K -$170K 1 0% Reduced
288
WA
WFG Advisors
Texas
$6K +$5.96K 1 0% New
289
PMFA
Plante Moran Financial Advisors
Michigan
$4K $0 1 0% Maintained
290
NES
New England Securities
New York
$3K $0 1 0% Maintained
291
GC
Globeflex Capital
California
$2K $0 1 0% Maintained
292
SignatureFD
SignatureFD
Georgia
$1K +$693 1 0% New
293
Whittier Trust
Whittier Trust
California
$1K $0 1 0% Maintained
294
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1K $0 1 0% Maintained
295
Algert Global
Algert Global
California
$0 -$293K 0 – Closed
296
AWCI
Alpine Woods Capital Investors
New York
$0 -$225K 0 – Closed
297
CCM
Coe Capital Management
Illinois
$0 -$458K 0 – Closed
298
CA
Continental Advisors
Utah
$0 -$1.64M 0 – Closed
299
CIC
Cornercap Investment Counsel
Georgia
$0 -$335K 0 – Closed
300
CCM
Corsair Capital Management
New York
$0 -$549K 0 – Closed