← 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
PHK
Point72 Hong Kong
Hong Kong
$69K -$20.1K 2 0.05% Reduced
627
CG
Cutler Group
California
$68K -$114K 5 0% Reduced
628
Krilogy Financial
Krilogy Financial
Missouri
$66K +$62K 1 0.02% New
629
SWA
Sutton Wealth Advisors
Florida
$65.6K $0 3 0.05% Maintained
630
Parallel Advisors
Parallel Advisors
California
$63K +$4.55K 2 0.01% Increased
631
TPWA
TRUE Private Wealth Advisors
Oregon
$60K $0 1 0.01% Maintained
632
AssetMark Inc
AssetMark Inc
California
$59K -$5.38K 1 0% Reduced
633
NFG
Next Financial Group
Texas
$56K -$30.4K 2 0.02% Reduced
634
PCP
Proficio Capital Partners
Massachusetts
$54K -$669 3 0.02% Reduced
635
CAW
Cornerstone Advisors (Washington)
Washington
$53K $0 3 0.04% Maintained
636
Whittier Trust
Whittier Trust
California
$53K $0 2 0% Maintained
637
HSA
Hussman Strategic Advisors
Maryland
$49K $0 1 0.01% Maintained
638
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48K +$16.1K 1 0% Increased
639
RE
RBC Europe
United Kingdom
$45.8K +$42.1K 1 0.01% New
640
FFW
Fusion Family Wealth
New York
$43K -$77.5K 1 0.01% Reduced
641
FANJ
Financial Architects (New Jersey)
New Jersey
$35K -$28.8K 1 0.01% Reduced
642
FPS
Fieldpoint Private Securities
Connecticut
$34K +$31.4K 1 0.01% New
643
MSFP
Mark Sheptoff Financial Planning
Connecticut
$34K $0 1 0.02% Maintained
644
Quadrant Capital Group
Quadrant Capital Group
Ohio
$28K $0 4 0.01% Maintained
645
CBT
Capital Bank & Trust
California
$27K +$24.8K 1 0% New
646
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$23K +$893 4 0% Increased
647
PCA
Peddock Capital Advisors
Massachusetts
$20K $0 1 0.01% Maintained
648
Glenmede Trust
Glenmede Trust
Pennsylvania
$19K -$639K 3 0% Reduced
649
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$17K +$14.8K 2 0% New
650
JFA
JNBA Financial Advisors
Minnesota
$16K +$15.4K 1 0% New