← 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
NFG
Next Financial Group
Texas
$2K $0 1 0% Maintained
627
PO
Private Ocean
California
$2K +$2.02K 1 0% Increased
628
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
629
WA
WealthTrust-Arizona
Arizona
$2K -$1K 1 0% Reduced
630
WA
Winfield Associates
Ohio
$2K $0 1 0% Maintained
631
ZB
Zions Bancorporation
Utah
$2K $0 1 0% Maintained
632
CFA
Camarda Financial Advisors
Florida
$1K +$1.43K 1 0% New
633
CCM
Cribstone Capital Management
Maine
$1K +$1.18K 1 0% New
634
GC
Globeflex Capital
California
$1K $0 1 0% Maintained
635
MTIP
Magee Thomson Investment Partners
California
$1K -$4.95K 1 0% Reduced
636
PFBT
Parkside Financial Bank & Trust
Missouri
$1K $0 1 0% Maintained
637
Whittier Trust
Whittier Trust
California
$1K $0 1 0% Maintained
638
RWM
Raffa Wealth Management
District of Columbia
$690 -$156 1 0% Reduced
639
AR
Advisory Research
Illinois
$0 -$767K 0 – Closed
640
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$1.32M 0 – Closed
641
AIU
Algebris Investments (UK)
United Kingdom
$0 -$957K 0 – Closed
642
AO
Allen Operations
New York
$0 -$5.67M 0 – Closed
643
AC
Alpenglow Capital
California
$0 -$998K 0 – Closed
644
ACG
Anchorage Capital Group
New York
$0 -$37.4M 0 – Closed
645
AI
ArchPoint Investors
Florida
$0 -$5K 0 – Closed
646
AG
Artal Group
Luxembourg
$0 -$9.34M 0 – Closed
647
AssetMark Inc
AssetMark Inc
California
$0 -$1K 0 – Closed
648
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0 -$287M 0 – Closed
649
BWP
Baldwin Wealth Partners
Massachusetts
$0 -$7K 0 – Closed
650
BC
Banced Corp
Illinois
$0 -$573K 0 – Closed