← 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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.12M -$160K 1 0% Reduced
577
RI
Ridgewood Investments
New Jersey
$1.11M +$473K 5 0.68% Increased
578
Dakota Wealth Management
Dakota Wealth Management
Florida
$1.11M +$1.63K 1 0.07% Increased
579
Caption Management
Caption Management
Oklahoma
$1.1M -$2.17M 1 0.02% Reduced
580
Everence Capital Management
Everence Capital Management
Indiana
$1.09M $0 4 0.09% Maintained
581
AE Wealth Management
AE Wealth Management
Kansas
$1.09M +$63.8K 3 0.01% Increased
582
Gotham Asset Management
Gotham Asset Management
New York
$1.09M +$815K 3 0.03% Increased
583
Point72 Middle East FZE
Point72 Middle East FZE
United Arab Emirates
$1.08M -$3.57M 4 0.04% Reduced
584
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.08M -$379K 4 0.04% Reduced
585
TAM
Tealwood Asset Management
Minnesota
$1.08M -$7.96K 1 0.55% Reduced
586
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$1.08M -$53.3K 1 0.15% Reduced
587
Greenland Capital Management
Greenland Capital Management
New York
$1.07M +$1.2M 1 0.12% New
588
DFPG Investments
DFPG Investments
Utah
$1.07M +$202K 2 0.11% Increased
589
EM
ELCO Management
New York
$1.06M -$222K 1 0.77% Reduced
590
GIM
Greenwich Investment Management
Connecticut
$1.05M -$3.39K 1 0.8% Reduced
591
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.04M -$163K 4 0.01% Reduced
592
Spire Wealth Management
Spire Wealth Management
Virginia
$1.03M +$135K 4 0.04% Increased
593
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.03M +$1.21M 1 0% New
594
ClariVest Asset Management
ClariVest Asset Management
California
$1.02M +$807K 2 0.05% Increased
595
ADIM
Alpha DNA Investment Management
Maryland
$1.02M +$1.19M 1 0.3% New
596
Westpac Banking Corp
Westpac Banking Corp
Australia
$998K -$778K 1 0.01% Reduced
597
PL
Polianta Ltd
Jersey
$976K +$387K 1 0.45% Increased
598
Harvest Fund Management
Harvest Fund Management
China
$972K +$70K 5 0.21% Increased
599
Twin Tree Management
Twin Tree Management
Texas
$965K +$1.09M 1 0% New
600
HV
HST Ventures
Utah
$961K +$977K 1 0.49% New