← All themes Digital Payments & Fintech

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
401
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31K +$22.5K 4 0% Increased
402
FANJ
Financial Architects (New Jersey)
New Jersey
$28K +$29.6K 1 0.01% New
403
GSC
Ground Swell Capital
South Carolina
$28K +$28.5K 4 0.05% New
404
Walleye Trading
Walleye Trading
New York
$27K +$28.7K 1 0% New
405
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$25K $0 1 0.02% Maintained
406
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$24K $0 2 0% Maintained
407
SEI Trust Company
SEI Trust Company
Pennsylvania
$24K -$182K 1 0% Reduced
408
MSFP
Mark Sheptoff Financial Planning
Connecticut
$22K $0 1 0.02% Maintained
409
AP
Atwood & Palmer
Missouri
$21K +$22.9K 2 0.01% New
410
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$19K $0 1 0% Maintained
411
NFG
Next Financial Group
Texas
$17K +$16.5K 2 0.01% New
412
JIC
Joel Isaacson & Co
New York
$14K +$14.6K 1 0% New
413
SNT
Security National Trust
West Virginia
$8K $0 1 0% Maintained
414
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$5K $0 1 0% Maintained
415
First Horizon Advisors
First Horizon Advisors
Tennessee
$4K -$4.75K 1 0% Reduced
416
Avior Wealth Management
Avior Wealth Management
Nebraska
$2K $0 1 0% Maintained
417
NES
New England Securities
New York
$2K $0 1 0% Maintained
418
WA
WealthTrust-Arizona
Arizona
$2K +$2.43K 1 0% New
419
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.54K +$394 1 0% Increased
420
GAM
Gemmer Asset Management
California
$1K $0 1 0% Maintained
421
Whittier Trust
Whittier Trust
California
$1K $0 1 0% Maintained
422
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1K $0 1 0% Maintained
423
AP
Advisors Preferred
Maryland
$0 -$209K 0 – Closed
424
AA
Antipodean Advisors
New York
$0 -$12M 0 – Closed
425
Apex Capital Management
Apex Capital Management
Ohio
$0 -$168K 0 – Closed