← 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
BCM
Barden Capital Management
Texas
$688K +$1.4K 1 0.8% Increased
652
FFA
Founders Financial Alliance
North Carolina
$687K +$32.1K 1 0.35% Increased
653
RI
Ridgewood Investments
New Jersey
$683K -$12.1K 1 0.57% Reduced
654
Spire Wealth Management
Spire Wealth Management
Virginia
$683K +$132K 4 0.04% Increased
655
WGCA
Wolf Group Capital Advisors
Virginia
$677K +$4.35K 1 0.37% Increased
656
MFS
Madrona Financial Services
Washington
$676K $0 1 0.42% Maintained
657
Cetera Advisors
Cetera Advisors
Colorado
$675K +$53.8K 1 0.02% Increased
658
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$675K -$62.1K 1 0.03% Reduced
659
MCM
McKinley Capital Management
Alaska
$667K -$8.84K 1 0.09% Reduced
660
KWA
KCS Wealth Advisory
California
$660K +$787K 1 0.3% New
661
HPM
Hudson Portfolio Management
New York
$658K +$6.11K 1 0.78% Increased
662
Colony Group
Colony Group
Massachusetts
$654K -$3.16K 1 0.01% Reduced
663
JIP
Jaffetilchin Investment Partners
Florida
$653K -$154K 2 0.08% Reduced
664
AF
Aldebaran Financial
$651K +$293K 1 0.72% Increased
665
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$650K -$882K 8 0.01% Reduced
666
JCIA
Jackson Creek Investment Advisors
Colorado
$645K -$893K 1 0.3% Reduced
667
OPPTF
OPSEU Pension Plan Trust Fund
Ontario, Canada
$643K -$5.25K 1 0.17% Reduced
668
PL
Polianta Ltd
Jersey
$642K +$169K 1 0.53% Increased
669
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$640K +$6.54K 2 0.01% Increased
670
SVCF
Silicon Valley Community Foundation
California
$639K -$219K 1 0.08% Reduced
671
Lazard Asset Management
Lazard Asset Management
New York
$636K +$63.6K 7 0% Increased
672
SignatureFD
SignatureFD
Georgia
$636K -$1.45K 7 0.02% Reduced
673
Csenge Advisory Group
Csenge Advisory Group
Florida
$634K +$898 1 0.05% Increased
674
BWM
BerganKDV Wealth Management
Minnesota
$631K +$19.4K 2 0.08% Increased
675
SM
Skaana Management
New York
$631K $0 1 0.22% Maintained