← 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
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$372K +$347K 1 0.01% New
577
Veritable
Veritable
Delaware
$372K $0 1 0.01% Maintained
578
EMG
Ellington Management Group
Connecticut
$370K -$600K 2 0.08% Reduced
579
GAMCO Investors
GAMCO Investors
Connecticut
$356K -$64.9K 1 0% Reduced
580
AIS
AlphaOne Investment Services
Pennsylvania
$353K +$161K 1 0.59% Increased
581
CC
Carlson Capital
Texas
$350K +$374K 1 0.01% New
582
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$348K +$356K 1 0.02% New
583
GBT
Grove Bank & Trust
Florida
$343K -$14.8K 1 0.1% Reduced
584
KIM
Kestrel Investment Management
California
$341K +$327K 1 0.16% New
585
JWA
JFS Wealth Advisors
Pennsylvania
$339K $0 1 0.08% Maintained
586
BRWA
B. Riley Wealth Advisors
Florida
$337K +$113K 1 0.03% Increased
587
Park Avenue Securities
Park Avenue Securities
New York
$337K -$300K 1 0.01% Reduced
588
HT
HighTower Trust
Texas
$334K +$593 1 0.04% Increased
589
Tiedemann Advisors
Tiedemann Advisors
New York
$332K -$15.5K 1 0.02% Reduced
590
HS
Haafor (Singapore)
Singapore
$329K +$336K 1 0.22% New
591
IFS
Ifrah Financial Services
Arkansas
$328K +$305K 1 0.12% New
592
Alpha Cubed Investments
Alpha Cubed Investments
California
$324K $0 1 0.03% Maintained
593
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$322K $0 1 0% Maintained
594
KA
Kintegral Advisory
New York
$320K $0 1 0.06% Maintained
595
NICM
Neo Ivy Capital Management
New York
$320K +$327K 1 0.37% New
596
Simplicity Solutions
Simplicity Solutions
Minnesota
$320K +$319K 1 0.01% New
597
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$320K +$43.6K 4 0.01% Increased
598
Bailard
Bailard
California
$318K $0 1 0.02% Maintained
599
JIP
Jaffetilchin Investment Partners
Florida
$318K -$18.3K 1 0.07% Reduced
600
S
Seeyond
France
$318K $0 1 0.03% Maintained