← 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
VCM
Versant Capital Management
Arizona
$147K +$473 3 0.07% Increased
627
Davenport & Co
Davenport & Co
Virginia
$141K $0 1 0% Maintained
628
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$141K -$22.9K 3 0.01% Reduced
629
Dakota Wealth Management
Dakota Wealth Management
Florida
$140K +$139K 1 0.02% New
630
Veritable
Veritable
Delaware
$139K $0 1 0% Maintained
631
C
Cerebellum
California
$132K +$125K 2 0.61% New
632
JC
JBF Capital
Colorado
$132K -$1.38M 1 0.02% Reduced
633
PCM
Prelude Capital Management
New York
$131K +$132K 2 0.01% New
634
OR
Olympiad Research
Connecticut
$129K -$68.8K 1 0.07% Reduced
635
Advisory Services Network
Advisory Services Network
Georgia
$127K +$123K 4 0.01% New
636
Old Mission Capital
Old Mission Capital
Illinois
$121K +$121K 1 0.01% New
637
NL
NKCFO LLC
Illinois
$117K +$114K 1 0.05% New
638
FQ
First Quadrant
California
$116K -$106K 1 0.01% Reduced
639
FWM
Focused Wealth Management
New York
$115K $0 1 0.03% Maintained
640
KCM
Karp Capital Management
California
$108K $0 1 0.03% Maintained
641
6CM
683 Capital Management
New York
$105K +$106K 1 0.01% New
642
FCM
Firsthand Capital Management
California
$101K $0 1 0.04% Maintained
643
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$101K +$98.6K 1 0.01% New
644
FMP
Financial Management Professionals
Texas
$96K -$19.5K 1 0.03% Reduced
645
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$96K $0 1 0.08% Maintained
646
ZCA
Zeke Capital Advisors
Pennsylvania
$92K $0 1 0.01% Maintained
647
EARNEST Partners
EARNEST Partners
Georgia
$89K $0 2 0% Maintained
648
IFP Advisors
IFP Advisors
Florida
$88K +$28.4K 3 0.01% Increased
649
WIC
Woodmont Investment Counsel
Tennessee
$84K $0 1 0.02% Maintained
650
FHC
First Horizon Corporation
Tennessee
$81K +$92.9K 2 0.01% New