← 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
576
CFG
CKW Financial Group
Hawaii
$10K +$9.69K 1 0% New
577
RCG
Ruggie Capital Group
Florida
$10K $0 1 0.01% Maintained
578
SNT
Security National Trust
West Virginia
$6K $0 1 0% Maintained
579
Advisory Services Network
Advisory Services Network
Georgia
$5K $0 1 0% Maintained
580
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$5K $0 1 0% Maintained
581
TDC
Thompson Davis & Co
Virginia
$5K -$147K 2 0.01% Reduced
582
AP
Atwood & Palmer
Missouri
$4K -$16.3K 1 0% Reduced
583
Bessemer Group
Bessemer Group
New Jersey
$4K +$3.93K 1 0% New
584
Central Trust Company
Central Trust Company
Missouri
$4K +$4.01K 1 0% New
585
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
586
MWAN
Mariner Wealth Advisors (NYC)
Kansas
$4K +$3.95K 1 0% New
587
CIM
Cambria Investment Management
California
$3K $0 1 0% Maintained
588
ClearBridge Investments
ClearBridge Investments
New York
$3K -$317K 1 0% Reduced
589
First Horizon Advisors
First Horizon Advisors
Tennessee
$3K -$850 2 0% Reduced
590
Avior Wealth Management
Avior Wealth Management
Nebraska
$2K $0 1 0% Maintained
591
GAM
Gemmer Asset Management
California
$2K -$297 1 0% Reduced
592
SIA
Stancorp Investment Advisers
Oregon
$2K -$4K 1 0% Reduced
593
WA
WealthTrust-Arizona
Arizona
$2K $0 1 0% Maintained
594
GC
Globeflex Capital
California
$1K -$232 1 0% Reduced
595
GWM
Gupta Wealth Management
California
$1K +$1.15K 1 0% New
596
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1K +$481 1 0% New
597
Whittier Trust
Whittier Trust
California
$1K -$37K 1 0% Reduced
598
ZB
Zions Bancorporation
Utah
$1K +$1.16K 1 0% New
599
AGM
Alpine Global Management
New York
$0 -$543K 0 – Closed
600
ACM
Andor Capital Management
New York
$0 -$18.3M 0 – Closed