← 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
601
VIMU
Veritas Investment Management (UK)
United Kingdom
$13K +$12.6K 1 0.01% New
602
NPC
National Planning Corporation
California
$12K +$11.4K 1 0% New
603
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$10K -$10.4K 1 0.01% Reduced
604
RCG
Ruggie Capital Group
Florida
$9K +$8.4K 1 0.01% New
605
SNT
Security National Trust
West Virginia
$8K $0 1 0% Maintained
606
Advisory Services Network
Advisory Services Network
Georgia
$6K +$6.42K 1 0% New
607
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$6K $0 1 0% Maintained
608
SIA
Stancorp Investment Advisers
Oregon
$6K +$5.79K 2 0% New
609
First Horizon Advisors
First Horizon Advisors
Tennessee
$4K $0 1 0% Maintained
610
FAM
Formidable Asset Management
Ohio
$4K +$3.59K 1 0% New
611
CIM
Cambria Investment Management
California
$3K +$3.33K 1 0% New
612
LS
Lupo Securities
Illinois
$2.53K +$2.52K 1 0% New
613
Avior Wealth Management
Avior Wealth Management
Nebraska
$2K $0 1 0% Maintained
614
GAM
Gemmer Asset Management
California
$2K $0 2 0% Maintained
615
Wealthfront
Wealthfront
California
$2K +$375 1 0% Increased
616
WA
WealthTrust-Arizona
Arizona
$2K +$2.26K 1 0% New
617
GC
Globeflex Capital
California
$1K +$886 1 0% New
618
ACM
Alistair Capital Management
Texas
$0 -$6.09M 0 – Closed
619
AC
Andromeda Capital
New York
$0 -$738K 0 – Closed
620
ACM
Argent Capital Management
Missouri
$0 -$1.48M 0 – Closed
621
CLM
ClearBridge LLC (Maryland)
Maryland
$0 -$4.32M 0 – Closed
622
CC
Coastland Capital
California
$0 -$12.5M 0 – Closed
623
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0 -$204K 0 – Closed
624
CA
Continental Advisors
Utah
$0 -$241K 0 – Closed
625
CIP
Convergence Investment Partners
Florida
$0 -$2.52M 0 – Closed