← 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
626
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9K +$7.53K 1 0% Increased
627
PSC
Prentiss Smith & Co
Vermont
$9K $0 1 0.01% Maintained
628
Geneos Wealth Management
Geneos Wealth Management
Colorado
$8K +$7.8K 1 0% New
629
LWM
LBA Wealth Management
Florida
$8K $0 1 0% Maintained
630
BWP
Baldwin Wealth Partners
Massachusetts
$7K +$7.51K 1 0% New
631
Balentine LLC
Balentine LLC
Georgia
$7K $0 1 0% Maintained
632
MUFG Americas
MUFG Americas
New York
$6K -$3.39K 1 0% Reduced
633
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$6K +$5.32K 1 0% New
634
AI
ArchPoint Investors
Florida
$5K $0 1 0% Maintained
635
MTIP
Magee Thomson Investment Partners
California
$5K $0 1 0% Maintained
636
VIA
Vantage Investment Advisors
Pennsylvania
$5K $0 1 0% Maintained
637
Central Trust Company
Central Trust Company
Missouri
$4K $0 1 0% Maintained
638
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
639
MCM
Manchester Capital Management
Vermont
$4K $0 1 0% Maintained
640
SNT
Security National Trust
West Virginia
$4K $0 1 0% Maintained
641
WA
WealthTrust-Arizona
Arizona
$4K -$431 2 0% Reduced
642
PIA
Piedmont Investment Advisors
North Carolina
$3.71K +$471 1 0% Increased
643
Bessemer Group
Bessemer Group
New Jersey
$3K +$2.75K 1 0% New
644
CFA
Carroll Financial Associates
North Carolina
$3K +$3.1K 1 0% New
645
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$3K $0 1 0% Maintained
646
LNB
Ledyard National Bank
$3K $0 1 0% Maintained
647
NFG
Next Financial Group
Texas
$3K $0 1 0% Maintained
648
TDC
Thompson Davis & Co
Virginia
$3K -$3K 1 0% Reduced
649
WA
Winfield Associates
Ohio
$3K +$2.92K 2 0% New
650
WAS
WESPAC Advisors SoCal
California
$2.13K +$1.81K 1 0% New