← 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
676
WEC
Winslow Evans & Crocker
Massachusetts
$3.4K -$9.08K 1 0% Reduced
677
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$3K $0 1 0% Maintained
678
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$3K -$50.7K 1 0% Reduced
679
GBT
Grove Bank & Trust
Florida
$3K +$3.46K 1 0% New
680
OFW
Omnia Family Wealth
Florida
$3K +$3.83K 2 0% New
681
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$3K +$3.6K 1 0% New
682
TG
TLP Group
Illinois
$3K +$3.44K 1 0% New
683
WA
Winfield Associates
Ohio
$3K $0 1 0% Maintained
684
ACM
Armbruster Capital Management
New York
$2K $0 1 0% Maintained
685
Avior Wealth Management
Avior Wealth Management
Nebraska
$2K $0 1 0% Maintained
686
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
687
WA
WealthTrust-Arizona
Arizona
$2K $0 1 0% Maintained
688
WB
Webster Bank
Connecticut
$2K +$1.73K 1 0% New
689
ZB
Zions Bancorporation
Utah
$2K $0 1 0% Maintained
690
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$1K $0 1 0% Maintained
691
CCM
Cribstone Capital Management
Maine
$1K $0 1 0% Maintained
692
MTIP
Magee Thomson Investment Partners
California
$1K -$754 1 0% Reduced
693
WTB
Washington Trust Bank
Washington
$1K $0 1 0% Maintained
694
RWM
Raffa Wealth Management
District of Columbia
$707 $0 1 0% Maintained
695
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0 -$7.93M 0 – Closed
696
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0 -$14.6M 0 – Closed
697
Alphabet Inc
Alphabet Inc
California
$0 -$289K 0 – Closed
698
AP
AlpInvest Partners
Netherlands
$0 -$930K 0 – Closed
699
AM
Ares Management
California
$0 -$34.5M 0 – Closed
700
AC
Argentiere Capital
Switzerland
$0 -$876K 0 – Closed