← 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
LG
Leuthold Group
Minnesota
$115K $0 1 0.01% Maintained
602
PIA
Piedmont Investment Advisors
North Carolina
$109K -$151K 1 0% Reduced
603
EARNEST Partners
EARNEST Partners
Georgia
$107K +$4.17K 2 0% Increased
604
ST
Sphinx Trading
Illinois
$103K $0 1 0.2% Maintained
605
Sculptor Capital
Sculptor Capital
New York
$99K $0 1 0% Maintained
606
FRM
Fox Run Management
Connecticut
$92K +$96.1K 1 0.05% New
607
First Horizon Advisors
First Horizon Advisors
Tennessee
$86K $0 3 0.01% Maintained
608
NFG
Next Financial Group
Texas
$82K +$6.22K 2 0.01% Increased
609
EMG
ETF Managers Group
New Jersey
$80K +$10.8K 1 0.37% Increased
610
MSR
Main Street Research
Connecticut
$79K $0 1 0.02% Maintained
611
WA
WealthTrust Axiom
Pennsylvania
$78K $0 1 0.03% Maintained
612
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$72K +$289 1 0% Increased
613
FFW
Fusion Family Wealth
New York
$67K +$64.9K 1 0.04% New
614
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$65K +$67.5K 1 0.01% New
615
TPWA
TRUE Private Wealth Advisors
Oregon
$63K $0 1 0.02% Maintained
616
FANJ
Financial Architects (New Jersey)
New Jersey
$62K +$7.35K 2 0.01% Increased
617
SBA
Seven Bridges Advisors
New York
$62K +$64.8K 1 0.06% New
618
AIM
Assured Investment Management
New York
$61K -$1.5M 1 0% Reduced
619
Natixis
Natixis
France
$60K +$62.5K 1 0% New
620
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$54K $0 1 0.03% Maintained
621
MIC
MU Investments Company
Japan
$50K +$50K 1 0.04% New
622
FCM
Flinton Capital Management
Pennsylvania
$48K +$47.9K 1 0% New
623
SWA
Sutton Wealth Advisors
Florida
$45K $0 3 0.04% Maintained
624
OIM
Opus Investment Management
Massachusetts
$43K $0 1 0.01% Maintained
625
CAW
Cornerstone Advisors (Washington)
Washington
$42K $0 2 0.04% Maintained