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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
551
SIM
Spark Investment Management
New York
$84K -$230K 1 0.01% Reduced
552
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$80K +$4.35K 3 0.07% Increased
553
Rathbones Group
Rathbones Group
United Kingdom
$80K +$107K 1 0% New
554
DSI
Daiwa SB Investments
Japan
$79K -$224K 1 0.02% Reduced
555
MSR
Main Street Research
Connecticut
$73K -$17.3K 1 0.02% Reduced
556
First Horizon Advisors
First Horizon Advisors
Tennessee
$65K +$3.41K 3 0.01% Increased
557
EARNEST Partners
EARNEST Partners
Georgia
$64K $0 1 0% Maintained
558
WA
WealthTrust Axiom
Pennsylvania
$60K $0 1 0.02% Maintained
559
CA
Cornerstone Advisory
Maryland
$56K +$74.6K 1 0.05% New
560
CBOA
Commonwealth Bank of Australia
Australia
$55K -$311 1 0% Reduced
561
RMC
Regis Management Company
California
$51K $0 1 0.01% Maintained
562
Global X Management Company
Global X Management Company
New York
$50K -$2.38M 2 0% Reduced
563
Jefferies Group
Jefferies Group
New York
$47K +$14K 1 0% Increased
564
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$43K +$57.6K 1 0.02% New
565
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$43K $0 1 0% Maintained
566
TPWA
TRUE Private Wealth Advisors
Oregon
$43K +$57.6K 1 0.01% New
567
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$41K +$11.8K 1 0% Increased
568
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$41K +$190 1 0% Increased
569
WhitTier Trust Company
WhitTier Trust Company
Nevada
$41K $0 1 0% Maintained
570
Advisory Services Network
Advisory Services Network
Georgia
$40K -$7K 1 0.01% Reduced
571
FANJ
Financial Architects (New Jersey)
New Jersey
$40K +$18.9K 2 0.01% Increased
572
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$38K -$4.84K 1 0% Reduced
573
IFP Advisors
IFP Advisors
Florida
$38K -$363K 5 0% Reduced
574
FIB
First Interstate Bank
Montana
$35K +$35.2K 1 0.01% New
575
OIM
Opus Investment Management
Massachusetts
$35K $0 1 0.01% Maintained