← 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
TAM
Tyers Asset Management
Texas
$218K +$62.1K 1 0.01% Increased
652
FBT
First Bank & Trust
South Dakota
$217K $0 1 0.16% Maintained
653
CIM
CIM Investment Management
Pennsylvania
$216K -$216K 1 0.08% Reduced
654
BA
BKS Advisors
Michigan
$215K -$19.4K 1 0.08% Reduced
655
NFG
Next Financial Group
Texas
$215K +$227K 2 0.1% New
656
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$213K +$4.2K 1 0% Increased
657
Harvest Fund Management
Harvest Fund Management
China
$213K +$81.4K 2 0.04% Increased
658
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$212K +$14.1K 3 0.01% Increased
659
Cetera Advisor Networks
Cetera Advisor Networks
California
$211K $0 1 0.01% Maintained
660
SignatureFD
SignatureFD
Georgia
$209K +$597 3 0.02% Increased
661
WP
WealthSource Partners
California
$209K $0 1 0.05% Maintained
662
FFW
Fusion Family Wealth
New York
$203K +$2.43K 1 0.05% Increased
663
Banco Santander
Banco Santander
Spain
$201K -$348K 1 0% Reduced
664
MAA
Mraz Amerine & Associates
California
$201K -$2.04K 1 0.06% Reduced
665
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$185K +$82.6K 5 0.02% Increased
666
ED
Exane Derivatives
France
$180K -$7.99K 1 0.03% Reduced
667
RQS
Ramsey Quantitative Systems
Kentucky
$180K -$7.29K 3 0.18% Reduced
668
FIA
FNY Investment Advisers
New York
$177K -$661K 2 0.04% Reduced
669
LFA
Legacy Financial Advisors
Kentucky
$162K +$61.4K 1 0.06% Increased
670
FWM
Focused Wealth Management
New York
$159K $0 1 0.05% Maintained
671
Davenport & Co
Davenport & Co
Virginia
$157K $0 1 0% Maintained
672
Avantax Planning Partners
Avantax Planning Partners
Iowa
$143K +$139K 2 0.01% New
673
ZCA
Zeke Capital Advisors
Pennsylvania
$143K +$78.1K 1 0.01% Increased
674
SCM
Symons Capital Management
Pennsylvania
$139K -$4.86K 1 0.05% Reduced
675
FFC
First Financial Corp
Indiana
$137K $0 1 0.09% Maintained