← 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
651
ECM
Everence Capital Management
Indiana
$228K +$214K 1 0.05% New
652
Clearstead Advisors
Clearstead Advisors
Ohio
$226K $0 1 0.03% Maintained
653
M&T Bank
M&T Bank
New York
$219K +$6.41K 1 0% Increased
654
HR
Howe & Rusling
New York
$213K -$4.47K 3 0.04% Reduced
655
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$211K -$1.57M 1 0% Reduced
656
RQS
Ramsey Quantitative Systems
Kentucky
$208K -$41.1K 2 0.21% Reduced
657
ED
Exane Derivatives
France
$207K +$215K 1 0.03% New
658
AIM
AMI Investment Management
Indiana
$205K +$210K 1 0.11% New
659
OC
Oakworth Capital
Alabama
$204K +$207K 1 0.04% New
660
MAA
Mraz Amerine & Associates
California
$201K $0 1 0.06% Maintained
661
WCM
Windward Capital Management
California
$201K -$1.5K 1 0.03% Reduced
662
WEC
Winslow Evans & Crocker
Massachusetts
$194K +$194K 1 0.06% Increased
663
SignatureFD
SignatureFD
Georgia
$193K +$3.28K 3 0.02% Increased
664
TAM
Tyers Asset Management
Texas
$193K -$96.4K 1 0.01% Reduced
665
FFW
Fusion Family Wealth
New York
$191K +$16.1K 1 0.05% Increased
666
Davenport & Co
Davenport & Co
Virginia
$171K $0 1 0% Maintained
667
FGAM
Financial Gravity Asset Management
Texas
$160K +$9.17K 3 0.15% Increased
668
AWCI
Alpine Woods Capital Investors
New York
$159K +$142K 1 0.03% New
669
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$159K +$1.04K 4 0.02% Increased
670
FWM
Focused Wealth Management
New York
$158K $0 1 0.05% Maintained
671
EARNEST Partners
EARNEST Partners
Georgia
$153K $0 2 0% Maintained
672
FFC
First Financial Corp
Indiana
$153K $0 1 0.11% Maintained
673
Quantbot Technologies
Quantbot Technologies
New York
$144K -$635K 1 0.01% Reduced
674
SCM
Symons Capital Management
Pennsylvania
$140K -$4.81K 1 0.05% Reduced
675
Caprock Group
Caprock Group
Idaho
$138K $0 1 0.03% Maintained