← 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
WhitTier Trust Company
WhitTier Trust Company
Nevada
$34K $0 1 0% Maintained
577
MSFP
Mark Sheptoff Financial Planning
Connecticut
$32K $0 1 0.03% Maintained
578
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$27K $0 1 0% Maintained
579
IRS
Invictus RG (Singapore)
Singapore
$24K -$55K 1 0.02% Reduced
580
SEI Investments
SEI Investments
Pennsylvania
$24K -$11.7K 4 0% Reduced
581
QS Investors
QS Investors
New York
$22K -$28.6K 3 0% Reduced
582
CIM
Cambria Investment Management
California
$18K +$14.9K 1 0.01% Increased
583
WEC
Winslow Evans & Crocker
Massachusetts
$15.1K +$12.5K 1 0% New
584
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$15K $0 1 0.01% Maintained
585
TDC
Thompson Davis & Co
Virginia
$15K +$6.59K 2 0.02% Increased
586
RCG
Ruggie Capital Group
Florida
$12K $0 1 0.01% Maintained
587
CFG
CKW Financial Group
Hawaii
$10K $0 1 0% Maintained
588
NFG
Next Financial Group
Texas
$9K -$3.91K 2 0% Reduced
589
VIMU
Veritas Investment Management (UK)
United Kingdom
$7K $0 1 0% Maintained
590
SNT
Security National Trust
West Virginia
$6K $0 1 0% Maintained
591
AP
Atwood & Palmer
Missouri
$5K $0 1 0% Maintained
592
WA
WealthTrust-Arizona
Arizona
$5K +$3.14K 2 0% Increased
593
Central Trust Company
Central Trust Company
Missouri
$4K $0 1 0% Maintained
594
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
595
Wealthfront
Wealthfront
California
$4K +$3.81K 1 0% New
596
Advisory Services Network
Advisory Services Network
Georgia
$3K -$2.35K 1 0% Reduced
597
BRWM
B. Riley Wealth Management
Tennessee
$3K -$377K 1 0% Reduced
598
LNB
Ledyard National Bank
$3K +$3.09K 1 0% New
599
Quadrant Capital Group
Quadrant Capital Group
Ohio
$3K +$2.95K 1 0% New
600
RIA
Regal Investment Advisors
Michigan
$3K +$3.52K 1 0% New