← 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
AIA Group
AIA Group
Hong Kong
$782K +$239K 1 0.11% Increased
627
Davenport & Co
Davenport & Co
Virginia
$760K +$484K 2 0.01% Increased
628
MFG
MidWestOne Financial Group
Iowa
$760K +$49.5K 1 0.18% Increased
629
PIA
Pinion Investment Advisors
Kansas
$749K +$369K 1 0.69% Increased
630
KPW
Kore Private Wealth
New York
$745K $0 1 0.1% Maintained
631
SIA
SkyView Investment Advisors
New Jersey
$738K +$850K 1 0.33% New
632
AssetMark Inc
AssetMark Inc
California
$732K -$4.94K 1 0% Reduced
633
FFM
Fullerton Fund Management
Singapore
$728K -$58.5K 1 0.06% Reduced
634
C
Certuity
Florida
$717K +$1.04M 3 0.19% Increased
635
PAG
Private Advisory Group
Washington
$712K +$659K 1 0.2% New
636
AG
AlphaSimPlex Group
Massachusetts
$704K +$224K 1 0.29% Increased
637
CIM
CIM Investment Management
Pennsylvania
$701K -$39.9K 2 0.22% Reduced
638
Veritable
Veritable
Delaware
$700K +$196K 2 0.01% Increased
639
Walleye Capital
Walleye Capital
New York
$694K -$196K 2 0.04% Reduced
640
PCC
Perry Creek Capital
New York
$692K +$806K 1 0.11% New
641
GEA
Glen Eagle Advisors
New Jersey
$690K $0 1 0.24% Maintained
642
CCP
Clarkston Capital Partners
Michigan
$677K -$129K 1 0.01% Reduced
643
GCP
GSA Capital Partners
United Kingdom
$669K -$464K 2 0.11% Reduced
644
Quantinno Capital Management
Quantinno Capital Management
New York
$668K $0 1 0.73% Maintained
645
Spire Wealth Management
Spire Wealth Management
Virginia
$668K +$617K 3 0.02% New
646
EFMH
E Fund Management (HK)
Hong Kong
$664K +$702K 1 0.21% New
647
BWM
BerganKDV Wealth Management
Minnesota
$657K -$3.15K 1 0.08% Reduced
648
GCA
Greenwood Capital Associates
South Carolina
$656K +$239K 1 0.1% Increased
649
Great Lakes Advisors
Great Lakes Advisors
Illinois
$640K +$308K 1 0.01% Increased
650
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$636K -$27.2K 1 0% Reduced