← 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
Pathstone Family Office
Pathstone Family Office
New Jersey
$934K +$34.3K 1 0.02% Increased
602
Brookfield Corp
Brookfield Corp
Ontario, Canada
$932K +$1M 1 0% New
603
OAMG
Odey Asset Management Group
United Kingdom
$922K +$992K 1 0.28% New
604
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$919K +$326K 2 0.01% Increased
605
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$916K -$23.8K 1 0.09% Reduced
606
EFMH
E Fund Management (HK)
Hong Kong
$902K $0 1 0.77% Maintained
607
Pendal Group
Pendal Group
Australia
$902K +$679K 1 0.01% Increased
608
Cahill Financial Advisors
Cahill Financial Advisors
Minnesota
$889K +$278K 1 0.17% Increased
609
Synovus Financial
Synovus Financial
Georgia
$877K +$16.3K 2 0.01% Increased
610
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$871K $0 1 0.02% Maintained
611
AIM
Aigen Investment Management
New York
$869K -$823K 3 0.12% Reduced
612
Harvest Fund Management
Harvest Fund Management
China
$866K +$361K 3 0.22% Increased
613
PCM
Pointe Capital Management
Michigan
$852K $0 1 0.65% Maintained
614
KWA
KCS Wealth Advisory
California
$849K +$293K 1 0.35% Increased
615
Legato Capital Management
Legato Capital Management
California
$843K +$821K 1 0.16% New
616
Nissay Asset Management
Nissay Asset Management
Japan
$836K -$71.2K 1 0.01% Reduced
617
Credential Qtrade Securities
Credential Qtrade Securities
$834K +$204K 1 0.06% Increased
618
Csenge Advisory Group
Csenge Advisory Group
Florida
$829K +$1.19K 1 0.06% Increased
619
Avestar Capital
Avestar Capital
New York
$828K +$301K 2 0.15% Increased
620
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$822K +$117K 2 0.09% Increased
621
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$814K $0 1 0.01% Maintained
622
Maverick Capital
Maverick Capital
Texas
$814K +$333K 2 0.02% Increased
623
PAM
Premier Asset Management
Illinois
$809K +$655K 1 1.02% Increased
624
PCM
Perritt Capital Management
Illinois
$809K -$872 2 0.46% Reduced
625
MFS
Madrona Financial Services
Washington
$808K $0 1 0.46% Maintained