← 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
VCM
Versant Capital Management
Arizona
$127K +$4.82K 3 0.06% Increased
602
PCG
Private Capital Group
Connecticut
$122K +$14.2K 3 0.03% Increased
603
WCM
Weld Capital Management
New York
$112K -$302K 1 0.04% Reduced
604
FMP
Financial Management Professionals
Texas
$111K +$76.9K 1 0.04% New
605
Quantbot Technologies
Quantbot Technologies
New York
$110K +$94.8K 2 0.01% New
606
KCM
Karp Capital Management
California
$104K $0 1 0.03% Maintained
607
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$104K $0 1 0.01% Maintained
608
ZCA
Zeke Capital Advisors
Pennsylvania
$104K +$79.8K 1 0.02% New
609
SBL
Sargent Bickham Lagudis
Colorado
$95K +$9.46K 2 0.01% Increased
610
Lazard Asset Management
Lazard Asset Management
New York
$93K -$6.62M 3 0% Reduced
611
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$93K $0 1 0.08% Maintained
612
FCM
Firsthand Capital Management
California
$91K $0 1 0.04% Maintained
613
FWM
Focused Wealth Management
New York
$91K $0 1 0.02% Maintained
614
PWP
Principle Wealth Partners
Connecticut
$90K +$77.4K 1 0.03% New
615
CG
Cutler Group
California
$88K -$72.7K 1 0.01% Reduced
616
EARNEST Partners
EARNEST Partners
Georgia
$83K $0 2 0% Maintained
617
AOWM
Alpha Omega Wealth Management
Virginia
$79K +$78.3K 1 0.01% New
618
WIC
Woodmont Investment Counsel
Tennessee
$76K $0 1 0.02% Maintained
619
APWA
Atlas Private Wealth Advisors
New Jersey
$70K +$64.1K 1 0.06% New
620
BFC
Bedel Financial Consulting
Indiana
$65K $0 1 0.04% Maintained
621
HCM
Highlander Capital Management
New Jersey
$63K $0 1 0.04% Maintained
622
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$60K $0 1 0% Maintained
623
OC
Oakworth Capital
Alabama
$60K -$26.4K 1 0.01% Reduced
624
TCM
Tradewinds Capital Management
Washington
$58K $0 1 0.01% Maintained
625
Cetera Advisor Networks
Cetera Advisor Networks
California
$53K +$42.2K 3 0% New